David’s Executive Assistant is Kelly Tungett (314) 336-0833.
Personal Statement: I specialize in investment management and retirement planning as part of a client's comprehensive financial planning. I work with my clients to understand their particular needs and design a financial plan to help them achieve their goals. These plans will often include: investment management, life insurance, and long term care insurance. I meet with my clients as often as needed to review their unique situation and create a path forward to achieve their goals. All of my existing clients have come as a result of a referral from another client.
Primary Practice Areas: Financial Planning, Investments & Insurance
Employment History: CPA at Coopers & Lybrand in Boston 1992-1996, Premier Financial Partners 1998-2002, Independent Financial Advisor 2002 - present
Education and Academic Honors: BS in Accounting from Northeastern University (1992); MBA from Washington University – St. Louis (1998)
Credentials: Certified Financial Planner™(CFP®), Certified Public Accountant (CPA inactive), Series 7, 24, 63, Life & Health Insurance Licenses
Affiliations: Board member – Central Reform Congregation
Hobbies & Interests: Triathlon’s, Golf (favorite course Pebble Beach), Cardinals baseball (favorite current player is Nolan Arenado), Blues hockey (favorite moment was the Stanley Cup Parade)