David focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. His access to investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. David is driven by his passion for delivering excellent service and helping clients pursue their goals.

David also has experience helping clients with access to commercial banking and financing strategies from Bank of America, N.A., managing concentrated stock positions or dealing with the challenges of important transition events like retirement, inheritance or the sale of a business. In addition, he works with Bank of America Private Bank and clients' attorneys, accountants and other advisors to address legacy planning.

With over 35 years in the financial services industry, including 30 years at Merrill, David focuses on serving high net worth families in all facets of their financial life. He received his MBA from Kellogg School of Management at Northwestern University and a BA degree in Economics from the University of Chicago. 
Community involvement is an integral part of how we interact with clients and communities. David and his wife Veronica live in Palatine, Illinois and are enthusiastically involved with volunteering and fundraising in support of autism organizations. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.