For 20 years, David has been helping clients navigate their financial journeys with confidence. Specializing in working with corporate executives, business owners, and families, he takes a personalized approach to financial planning—whether designing workplace retirement plans or the unique financial considerations of the LGBTQ+ community. His ability to craft tailored strategies has made him a trusted partner to his clients.

David joined the Legacy Financial Strategies team in 2017, bringing with him a wealth of experience and industry expertise. As a CERTIFIED FINANCIAL PLANNER® professional and an active member of the National Association of Personal Financial Advisors (NAPFA), he is committed to delivering fiduciary, client-first advice with the highest standards of integrity and professionalism. He focuses on empowering clients with the knowledge and strategies they need to make informed financial decisions that align with their values and goals.

As a part-owner of Legacy Financial Strategies, David is passionate about financial education and helping individuals and families achieve long-term financial confidence. With nearly two decades of experience in the financial industry, he specializes in working with executives to create tailored financial plans that provide clarity and peace of mind.

Outside of work, David enjoys spending time with his family, coaching and watching his daughter and son compete in sports, traveling, and playing golf. A proud graduate of the University of Kansas, he draws energy and fulfillment from meaningful connections with family and friends, believing that strong relationships are the foundation of a fulfilling life.

Certifications & Licenses: CERTIFIED FINANCIAL PLANNER^®, AAMS^® (Accredited Asset Management Specialist), APMA^® (Accredited Portfolio Management Advisor), CRPC^® (Chartered Retirement Planning Counselor), Series 66 Securities License