David joined Merrill in 2008 as a Financial Advisor after spending fifteen years with Share Capital Wealth Management and Center One Mortgage Corporation. David received his Bachelor of Arts in Economics with a minor in Business from Western Michigan University. He earned his Chartered Retirement Planning CounselorTM designation in 2010. David is a long-time resident of Bloomfield Hills and has four children with his wife Catherine; Nolan, Caitlin, Jack, and Brooke. He maintains an active role in the community coaching youth sports and serving as a committee member for local non-profit organizations.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
