Experience and Education

David focuses on new business development. He works with individuals and families to understand their specific needs and priorities, then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, David was the director of enterprise growth at Avantax. Before that, he was a vice president, financial consultant for Charles Schwab and Fidelity Investments.

David holds a bachelor’s degree in human resources from Florida Southern College.

Personal Interests

Away from the office, David enjoys being outdoors, golfing, skiing and spending time with his children, Ryan and Sophia.