David is a very personable and considerate financial services professional; and that’s what many clients consider to be his foremost strengths. Since starting in this field, David has always valued building strong client relationships; and says that delivering top-notch planning is at the forefront of everything he does. As one of Coordinated Plan’s partners, he and the Coordinated Plan Team work closely with each client, listening to their specific situations, and empowering them to make decisions through focused planning and education.
David’s passion for connecting with clients and creating a path to their financial goals began in 2008 and continues to grow exponentially each year. He says: “I think that one thing is constant: Even though market situations and client’s financial goals change as they go through life; service and caring about your client’s financial well-being and overall satisfaction never does. Our team is solidly focused on this principle. And that makes me proud!”
David is a lifelong resident of the Rochester area graduating from Gates Chili High School and then attaining his Bachelor’s Degree in Accounting and Information Management from Roberts Wesleyan University. He also has strong family roots in the Jacksonville/ St. Augustine area of Florida, where many of his clients live or send the winter months. David is well-qualified to serve clients in the financial services industry, holding various licenses to serve clients’ requirements. In his free time, David enjoys a round of golf and walking his dog. He stays active in the community with his local church. He lives in Attica with his wife Lacey and sons, Tate, Tyler and Trent, and his dog Nia.