David is responsible for client relationship management with trust portfolios as well as with brokerage products. He helps his clients plan for their financial futures by analyzing their income, insurance and investment needs. David serves clients primarily in Hancock County and the surrounding areas.
He is a graduate of Miami University and holds both Series 7 and 66 Securities Licenses, Ohio, Kentucky and Michigan Accident & Health, Life and Variable Insurance Licenses.
People might be surprised to know that David considers himself somewhat of a history buff. He has a particular interest in WWII history and has been fortunate enough to visit the beaches of Normandy.
He currently serves on the Cancer Patient Services Board of Directors.
“The only person you should try to be better than is the person you were yesterday.”