David has worked extensively in the field of wealth management since 1971. His areas of specialty include Wealth Accumulation Strategies, Estate Planning and Medicare.
His designations, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Master of Science in Financial Services (MSFS®) were earned from The American College in Bryn Mawr, PA.
David graduated from Western Michigan University in Kalamazoo, MI, with a Bachelor of Business Administration degree. He holds the following qualifications: FINRA Series 7* and is an Investment Advisor Representative through LPL Financial. He is registered to sell securities in CO, FL and MI. Additionally, he holds the Michigan Accident, Life & Health Insurance and Variable Annuities licenses.
David has served as past president of the West Michigan Chapter of CLU and the Michigan Association of Life Insurance Counselors. He is currently a member of the West Michigan Estate Planning Council, the Grand Rapids Chapter of NAIFA (National Association of Insurance and Financial Advisors) and the Society of Financial Service Professionals.
David is married to Marianne and has five children and eleven grandchildren.
*Securities registrations held through LPL Financial.