Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA Certified Public Accountant
  • SIE - Securities Industry Essentials Examination
  • Series 3
  • Series 5
  • Series 7
  • Series 8
  • Series 63
  • Series 65

Education

  • Westminster College (MO) Bachelors of Science, Accounting
  • Barstow School

Interests

David has been married to his high-school sweetheart for 35 years, and they have three grown children and three grandchildren. He enjoys spending his free time with family, as well as gardening, traveling, and collecting wine. A member of Christ Community Church in Kansas City, he is involved with ministries in Haiti and Kenya.

Community participation

Quality Hill Playhouse Board Member

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2021
  • Five Star Wealth Manager, 2022
  • Ameriprise Client Experience Award, 2020, 2021
  • Barron’s Top 1,200 Financial Advisors, 2014, 2015
  • Barron’s Top 1,000 Financial Advisors, 2009, 2011, 2012, 2013

Professional associations

  • AAG Advisory Council Member
  • Kansas Society of Certified Public Accountants
  • Missouri Society of Certified Public Accountants

Previous experience

  • Financial Advisor - Managing Director, Ameriprise Financial Services Inc., 2017 to Present
  • Managing Director - Investments, Wells Fargo Advisors, 1988- 2017

What Makes Me Knowledgeable

Prior to joining Ameriprise, David worked as a Managing Director with Wells Fargo for nearly 30 years. He is a Certified Financial Planner professional and was formerly a practicing Certified Public Accountant (CPA). David was recognized by Barron's as a Top 1,000 Financial Advisor in 2014 and 2015. He is a frequent seminar speaker and has hosted "Money Time" on KKOW Radio since 1991.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.