Direct Line: (513) 699-2998

Direct Fax: (513) 699-2999




Professional Services

David specializes in retirement income planning for pre-retirees and retirees.  He has over 15 years of experience in financial planning.  He graduated from the University of Kentucky with a Bachelor’s degree after honorably serving in the U.S. Navy.  David is a Certified Financial Planner professional.  Because of his unique understanding of how 401(k)’s, IRAs, personal pensions, Roth IRAs, Personal savings and Social Security work together, he helps clients maximize their retirement income in a tax efficient manner.  He finds most clients do not have a tax efficient and balanced approach to accumulating, preserving and distributing their assets.


  • Certified Financial Planner
  • FINRA Series 6, 7, 63 & 65
  • Life & Health Licensed


David enjoys physical fitness activities, attending sporting events, traveling and spending time with family and friends.