Focus
I am dedicated to helping individuals, families, and businesses develop financial and investment strategies that align with their needs, goals, and personal preferences. My mission is to provide every client with targeted, comprehensive financial advice and investment management strategies, delivered with the highest level of personal service and professional integrity.
Background and experience
After graduating from Indiana Wesleyan University, David's first role in assisting others was a career as a managing director of a department at a local hospital. During this time, his passion for helping others grew and led to his decision to enter the financial industry in 2016. In early 2019, David acquired his CRPC® designation, specializing in retirement planning.
As a member of Viribus Wealth Management, David strives to excel in comprehensive investment planning and takes pleasure in helping his clients achieve their unique and individual goals. He looks forward to becoming acquainted and learning more about you, your family, and your financial objectives.
Away from the office
David spends his free time with his wife, Alisia, and their four children, Carson, Maria, Asher and Josephina. They stay active on a regular basis by hiking, kayaking, camping, or just by taking a walk in the park. Carson is involved in martial arts, Maria enjoys dance and theatre, and Asher enjoys soccer. Josephina, their youngest, was born in late 2020. The family is also active in their local church and enjoys meeting regularly with friends and relatives.
