Financial Wellness Coordinator
As a Financial Wellness Coordinator, David services individuals by providing personalized counsel and guidance on investment, retirement and general financial planning. Prior to joining the firm in 2020, David was a Financial Advisor at TIAA. David received his Bachelors of Art in Economics from Denison University and earned his MBA in Finance and Accounting from Case Western Reserve University School of Management. David was previously a CPA, was on the Board of the Connecticut Society of CPAs and currently serves on their Benefits Committee. In his free time, you can find David playing tennis, biking and skiing.