Founding partner of the Great Lakes Advisor Group, David earned his BA Degree from Michigan State University in East Lansing.
David’s resume includes over 20 years of industry experience. Previously, David had been affiliated with both Shearson Lehman Hutton, and Merrill, Lynch, Pierce, Fenner and Smith. In 1998, David joined LPL Financial as a Principal and Branch Manager.
David specializes in comprehensive wealth management for his clients—helping them simplify the complex interrelations of estate, retirement and tax planning; investment management; risk management; and education funding.
David is also experienced in the management of assets for institutional portfolios, endowments & foundations, and Taft-Hartley ERISA plans.
David has been a faculty member at Oakland University in Rochester Hills, Michigan where he taught various investment and financial planning courses for the School of Business Administration.
Residing in West Bloomfield, Michigan with his wife and family, David is the two-time recipient of the President’s Call to Service Award, awarded by both President Bush and President Obama for his lifetime involvement of well over 4000 hours of volunteer service in various community organizations including the Boy Scouts of America. David is a private pilot, avid outdoorsman and a golfer.
Registrations/Licenses Held: Series 7, 24, 51, 63 held with LPL Financial, Life, Accident & Health Insurance
Registered for Securities in the Following States: AL, AZ, CA, CO,CT,DC, FL, GA, HI, IL, IN, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
Registered as IAR in the Following States: MI, TX