David is a native of Ontario, Canada but grew up mostly in Central Kentucky. He currently lives in Paris and keeps his office in Lexington. He lives with his wife Karissa and two children, Keith and Leia. When not at work, you will find him coaching baseball or out on the golf course.
David has nearly 25 years in the financial services industry. His passion is to help clients simplify complex financial decisions into simple explanations and choices they can be confident in. He maintains a three-pronged approach to reviewing investment strategies - Risk, Return, Cost - and firmly believes that all clients should have a strong understanding of these areas of their portfolios.