David is the owner of Discovery Financial, LLC and Registered Principal with the broker dealer firm, LPL Financial.
He is a fee for service LPL Investment Advisory Representative, and his areas of specialty include Succession Planning, Wealth Accumulation Strategies, Estate Planning and Retirement Plans, including corporate and individual investing.
David has worked extensively in the field of Financial Management since 1978. His designations, Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) were both earned from the American College in Bryn Mawr, PA. His designation as an Accredited Investment Fiduciary (AIF®) combined with his inclusion in LPL Financial's Retirement Plan Consulting Program allows him to give investment fiduciary advice to retirement plan trustees and employees.
David graduated from Calvin College in Grand Rapids, MI with a Bachelor’s degree in Business Administration.
He has served as past President of Widowed Persons Service of Kent County; the Grand Rapids Chapter and State of Michigan of National Association of Insurance and Financial Advisors; West Michigan Society of Financial Service Professionals and the West Michigan Estate Planning Council; as well as serving on the Financial and Membership Committees of the Economic Club of Grand Rapids.
David holds the following FINRA securities registrations: Series 7, 63 and 22*. He is registered in the following states: AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NM, OH, OK, TN, TX, UT, VA, WA, WI, WV, and WY. He is also licensed to sell Life & Health Insurance and Variable Annuities in the following states: FL, OH, MA, MI and NC.
David and his wife, Angela, live in Grand Rapids, MI, and have a family of four children: Corinne, Marc, Vivian and Alexa.
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*Securities registrations held through LPL Financial.