David is located in Lebanon, Kentucky and works with families, businesses and individuals in building long-term wealth. David also has a background in insurance & risk management to assist in the protection of client assets.
Has been in the financial services business since graduating from the University of Louisville School of Business in 1989. He holds the Chartered Property & Casualty Underwriter designation, and holds the Series 7, 24 and 66 registrations, held with LPL Financial.
David has been an active community member in Lebanon with involvement including:
- Past President of Lebanon Tourism Commission
- Past President of the Marion County Chamber of Commerce
- Past Chairperson of the St. Augustine Finance Council
- Past Member of the Lebanon/Marion County Board of Economic Development
- Past President of the Lebanon/Marion County Rotary Club
- Past Board member of the Lebanon Country Club
- Past Grand Knight of Lebanon’s Knights of Columbus Council
David is an avid golfer, he enjoys outdoor activities and lifting for exercise!