David’s holistic approach to financial planning allows his clients to focus on implementing strategies that benefit them most. He encourages his clients to participate in structuring goals for their financial future with his engaging nature and strong passion for financial planning while managing the unknown obstacles that happen to each of us. David specializes in developing and implementing detailed financial strategies to achieve his clients’ complex financial needs. His keen analysis and planning prowess make him well-equipped to join Waypoint Partners in 2024.
David’s longevity with Osaic FA began in 2000 when he interned for the Financial Planning Department where he developed detailed financial plans and managed daily office operations for a satellite planning group while finishing his college degree. By 2004, Dave had established himself as Investment Specialist for Lincoln’s Northern Ohio office and was promoted to Director of Planning in 2008 for Lincoln offices in Portland, Oregon; Phoenix, Arizona; and Salt Lake City, Utah. As a Director of Planning, Dave became the subject matter expert for the company on Social Security Planning and Education Funding, plus served as a contributing member on several of Lincoln’s most prestigious committees: Investment Steering Committee, Capital Markets Assumptions Committee, Retirement Transition Committee, and the DFP Client Success Team.. Since 2021, Dave has led the Dynamic Financial Planning initiative nationally for Lincoln Financial Advisors Corp.
David is a 2002 graduate of Bowling Green State University and received his bachelor’s degree in finance with a specialization in Financial Planning. He is an Investment Advisor Representative with Lincoln Financial Advisors Corp. and holds FINRA Series 7 and 66 securities registrations and maintains the Ohio Life, Accident and Health Insurance license. Dave and his wife Renee reside in Orange, Ohio.