David believes in understanding what's important to his clients first and foremost. He also knows that "what's important" is different for everyone. To address his clients' unique situations, David provides personalized investment and wealth management solutions to individuals and businesses. He has over 28 years of experience in business, marketing, financial and insurance related services. He focuses on wealth management, business succession planning, wealth distribution, and wealth transfer strategies.
David is originally from New Orleans and attended Loyola University New Orleans, and graduated from MidAmerica Nazarene University in Olathe, KS while on active duty with the US Navy. David practices holistic financial planning with both individuals and businesses, designing customized programs matched to their unique goals and objectives. He also conducts seminars and workshops on Financial Planning, Income Planning, and Social Security Planning. David is a client-centric advisor and strives to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give the client and their families a lasting voice.
When not meeting with clients, David enjoys spending time with his family, golfing with friends, and enjoying the arts. He's performed with the Heartland Men's Choir, Kansas City Civic Symphony, Independence Symphony Orchestra, Overland Park Orchestra and the Medical Arts Orchestra at KU Medical Center where he also served as President. He was also a board member of the Westport Ballet Corps de Ballet.