Over the past 10 years, at his highest value, David has been assisting families and business owners build respected Financial Fitness Strategies. David’s key role is to become the Financial Consultant and Coach providing motivating action alongside each of his clients to pursue their goals.
After 5 years of advanced study and preparation, David recently achieved the advanced planning designation of Chartered Financial Consultant (ChFC®). In addition, David recently was awarded the highly sought after CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. These are two of the most advanced designations earned by financial planners and wealth management advisors. Through these certifications, combined with over 10 years experience, David continues to enhance his knowledge and applications of advanced financial planning for both families and business owners.
David strives to guide clients with the heart of a teacher. David’s goal is to assist clients see how balance is important and live the 3 Financial Keys in order to maintain and enhance their overall Financial Fitness.
David was born and raised in the Fox Valley and is a graduate of Bradley University in Peoria, IL. As an active community volunteer, David is a past executive board member of the Boys & Girls Club of Elgin, a Den Leader with his local (Plato Township) Cub Scout Pack 38 and active within his church and local schools. He resides in Elgin with his wife Vicki and sons Ethan, Aidan and Dylan.