Our Consultants

Business
 David has 26 years of experience as a financial consultant to his clients. He is a CERTIFIED FINANCIAL PLANNER™ professional and has focused his career on helping to build and preserve wealth for individuals and businesses. David joined our firm in 2010 after spending the previous 18 years with JPMorgan Private Client Group. He brings to his clients considerable knowledge in the areas of investment and client portfolio management, estate and trust services as well as an ability to help clients focus on both sides of their balance sheet.

 

While David has worked with a broad range of families, his focus areas include:

  • Comprehensive wealth management for business owners and their families
  • Business succession planning
  • Retirement planning and retirement income planning

Philosophy
 David has counseled his clients on being purposeful and committed to their personal financial plan. He believes no two clients are exactly the same and each needs their own unique plan designed around their personal goals and objectives. Individuals and Families need a financial advisor who is sitting on the same side of the table as them. One who is able to bring independent and unbiased advice and strategies which is why David chose to work with our firm and LPL Financial.

Personal
 David has an MBA from DePaul University and a Bachelor of Science Degree from Indiana University. He holds Illinois Life and Health Licenses and numerous securities registrations through LPL Financial, including FINRA series 6, 7, 63 and 65. David is married to Julie and has two children, Graham and Justin. He is also active in Barrington youth sports and youth ministry programs at St. Anne’s Church. In his spare time he enjoys playing golf and softball and spending time with his family.

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