David joined Baird in 2009, where he focuses on the wealth-building process for clients. Primarily working with families and business owners, he creates actionable strategies to build their net worth, net of taxes. David partners with clients to fund their families' long-term and short-term goals, ensuring they can enjoy the rewards of their hard work while maintaining financial security amidst changing life dynamics.
Dedicated to his local community, David is an active member of Hickory Grove Church in Charlotte. Originally from Wausau, WI, he now resides in Charlotte, NC, with his wife Marianne and daughter. He enjoys staying active outdoors with his family, engaging in activities like running and biking. In David's early 20s, he worked on multiple NASCAR pit crews as a tire changer. Additionally, David and his father, John, collect antique gas pumps and related petroliana memorabilia.