David has been helping clients realize their financial dreams for over 15 years. As a guide to corporate executives, business owners and families, he specializes in workplace retirement plans and the unique financial needs of the LGBT community. A student of his craft, David joined the Legacy team in 2017 bringing with him several hard-earned designations that demonstrate his expertise in investments and retirement planning. When he’s away from the office, this KU graduate is often found volunteering for the ALS Association, golfing, and spending quality time with his wife Lindsey and their 2 young children.
Certifications & Licenses: CERTIFIED FINANCIAL PLANNER™, AAMS® (Accredited Asset Management Specialist), APMA® (Accredited Portfolio Management Advisor), CRPC® (Chartered Retirement Planning Counselor), Series 66 Securities License
Email David: firstname.lastname@example.org