" My extensive background in individual tax and retirement planning allows me to create a financial plan and portfolio that provides my clients peace of mind and helps them meet their financial and life goals."
David’s primary responsibilities include client relationship management, individual income tax, investment strategy and financial planning.
David has worked in financial services for more than 20 years. Prior to joining the firm, he spent fifteen years at another Chicago area RIA firm. He earned a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign and a Juris Doctor degree from the University of Illinois College of Law. He has earned both the Certified Public Accountant (CPA) and the Personal Financial Specialist (PFS) designations from the American Institute of Certified Public Accountants. He is a member of the Financial Planning Association, the Chicago Bar Association, the Illinois CPA Society, and the American Institute of Certified Public Accountants.
Outside the office, David enjoys travel and spending time with family and friends.