David was born in Butterworth hospital, and has grown up in the Grand Rapids area his whole life. He is married to his wife Ashton and has 4 children: Lucianne, Luca, Aria, and Elaina. He has had an interest in the financial world ever since he was a boy when his mother showed him how to balance a checkbook, and told him to never pay interest on a credit card! David graduated from Cornerstone University with a degree in business, and has his series 6, 7, 63, and 66 licenses. In addition to this, David also has achieved his CERTIFIED FINANCIAL PLANNER ™ designation.
As an advisor who deeply loves the noble work of improving the lives of his clients, David looks at all areas of their financial life to make sure the best planning is being done. “People work their entire lives to save up for retirement, and I believe helping them make the best decisions possible is a sacred job” says David. While working with clients is a passion, David’s favorite thing in the world is spending time with his family. When not working with clients, some of the things David enjoys are reading, travelling, and biking.
Grand Rapids, MI
Wife Ashton, Son Luca, Daughters Lucianne, Aria, and Elaina
Boss Tweed
Success comes from doing the basics well most of the time” – Unknown.
reading, traveling, board games, pickleball
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