Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Education

Bachelor of science in Economics from Rollins

Personal

David is a South Florida native and avid Florida sportsman. He enjoys kiteboarding, fishing, diving, hunting, skeet and trap shooting, sporting clays and polo. In 2011, David led a dive team that discovered a World War II era fighter plane known as a Curtis Helldiver - it was under water only seven miles from the Jupiter Inlet, but went missing on its last flight in the 1950s. The discovery received international news attention and David and his team worked alongside the United States Navy to solve the 60-year-old mystery. In 2015, David took first place in the World F.T.A.S.C. Championships and was second runner-up in the World English Sporting Clays Championship.

David also values connecting with the community and is an active member of Young Professionals of Martin County, Palm Beach Young Republicans, Palm Beach Airboat Club, and Stuart Rod and Reel Club. He is passionate about protecting wetlands throughout North America and preserving local waterfowl, and is a board member of both Ducks Unlimited Martin County and Ducks Unlimited Vero Beach and is the Vice President of Delta Waterfowl South Florida. David also volunteers with SafeSpace and co-chaired the 6th annual Walk a Mile in Her Shoes fundraiser in 2014.

David is a graduate of Rollins College and during his time there, joined the Phi Delta Theta fraternity and sailed competitively on the varsity sailing team. While in college, David solidified his interests in the financial industry with an internship at Merrill Lynch.

From 2008-2011, David was a professional kiteboarder, competed internationally and was featured in The Kiteboarder, Kiteboarding Magazine and Stuart Magazine.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline