David joined Coordinated Plan after 10 years in private banking. During his time in banking, he developed significant knowledge of the financial services landscape. Davis brings this extensive background and information base to the firm’s clients. He learned how important developing strong client relationships is while at the bank but, as he stated: “The banking industry’s relationships are primarily focused on the client depositing assets and borrowing money. And while that’s a very necessary part of financial services, it doesn’t even remotely touch on the differences of what we do at Coordinated Plan. The reason I love the way we deal with clients is because it’s so unique and different. When we state that delivering top-notch customer service is at the forefront of everything we do – we live and breathe it. Our clients see a world of difference between us and their bankers and other financial services firms – and that’s why I love what I do.”. David is responsible for client account management, servicing client accounts, and assisting in financial plan development and support.
David is a lifelong resident of the Rochester area graduating from Rush Henrietta High School and subsequently attaining his Bachelor’s Degree in Finance and Accounting from SUNY Fredonia. In his free time, David enjoys staying active in the community and spending time with his wife, Cheryl, and their two sons, Cameron and Aiden.