For over 18 years, David has guided clients toward their financial objectives. Specializing in guiding corporate executives, business owners, and families, he focuses on tailored strategies for workplace retirement plans and addresses the distinctive financial considerations of the LGBTQ+ community. David became a member of the Legacy team in 2017, bringing with him a wealth of experience and notable designations, including a CERTIFIED FINANCIAL PLANNER™ certification. He is also an active  National Association of Personal Financial Advisors member.

David is a proud graduate of the University of Kansas. When outside the office, he enjoys golfing and volunteering with the ALS Association. He cherishes every quality moment with his wife, Lindsey, and their two children, Addilyn and Cameron.

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