With the knowledge that comes with more than nine years of experience in the financial services industry, David helps investors navigate the universe of investment strategies with responsive service and a personal commitment. A founding member of Equity Wealth Partners, he works hard to help you pursue your financial goals and reduce your risk. From financial planning to comprehensive portfolio management, his recommendations are made solely in the interest of providing the highest value and benefit to you.
David and the Equity Wealth Partners team have access to the financial expertise and services of Raymond James, one of the largest independent financial services firms not headquartered on Wall Street. If you have a question or concern, David will answer promptly. His goal is to provide all the information you need to make informed decisions about your financial affairs. His background also includes nine years serving clients at Ameriprise Financial. He has earned the Certified Financial Planner™ certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Among his greatest attributes is an analytical mind. David is a graduate of the University of Florida and earned a degree in civil engineering. Prior to joining the financial industry, he worked as a traffic safety research engineer at a not-for-profit institute in Kansas City.
Giving back is a priority for David. He is a board member for the Blue Springs Education Foundation and is active in youth ministry at his church. He lives in Blue Springs, Missouri, with his wife, Kathy, and their four children: Emma, ErHui, Ethan and Bo. In his free time, David enjoys being involved in his kids’ activities, golfing and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.