As a member of the team supporting John Fisher, CFP®, CPFA® (Vice President, Wealth Services), David provides client service and assists in life insurance needs.

David graduated from the Kelley School of Business at Indiana University with a bachelor’s degree in finance, and a minor in Nonprofit Management. During his time at Indiana, he discovered his passion for helping people through the financial services industry.

Outside of the office, David has a wide range of interests. He's an avid music enthusiast, often attending concerts and exploring new genres. On weekends, you can find him on the golf course, enjoying a run or watching a baseball game.

David currently holds his Illinois Life and Health insurance licenses.

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.