Designations and Licenses

David is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

David provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans that include tax and estate planning, insurance solutions and retirement planning with a focus on meeting clients’ long-term objectives.

Prior to joining Mariner, David was a private wealth manager at Creative Planning. Before that, he worked at JP Morgan as a private client advisor. Earlier, he served as a branch manager, assistant branch manager and investment consultant at Scottrade.

David has a bachelor’s degree in real estate & finance from the University of Cincinnati, a master’s degree with a graduate certificate in investment management from the University of Cincinnati and an executive certificate in financial planning from Bryant University.

Personal Interests

David is a board member and chair of the governance committee for Santa Maria Community Services. He has previously served as a member of the Wyoming, Ohio, Historical Preservation Council and was involved with the Habitat Young Professionals of Greater Cincinnati.