David has been in the financial industry for nearly three decades and currently serves as the Director of Legacy Strategy at Legacy Advisor Group, facilitating legacy experiences to ensure your wishes are carried out. He collaborates with Wealth Managers to organize all aspects of estate planning- aligning beneficiary and titling details and liaising with attorneys for documents as needed. When helpful, he also coordinates family meetings to support clear communication and shared understanding.
David received his Bachelor of Science in business from Ferris State University in 1995 and served in several different customer relations roles within the financial services industry before joining this team in 2000 while they were with Equity Concepts. He was drawn by the opportunity he saw for using a team approach to enhance the client experience. His commitment to this approach has helped the team grow into the collaborative environment it is today.
David and his wife, Olivia, are passionate about serving the community and spending time with their two sons, Luke and Liam. Olivia is an Exceptional Education Teacher at Deep Run High School. David volunteers his time with the Hanover Educational Foundation as a board member and also enjoys afternoons on the golf course.