Senior wealth advisor
David has provided comprehensive financial planning and investment consulting to high-net-worth individuals, including many notable CEOs, CFOs and other senior executives, since 1994. David has extensive experience in portfolio management, retirement planning, estate planning and income tax planning. Prior to joining Frontier, he served on the Investment Management Committee for a boutique investment firm managing more than $1 billion and was previously Director of Financial Planning for the Nebraska/Iowa practice of Deloitte LLP.
“Seeing clients achieve their financial goals is what drives me. It is personally satisfying to see how our hard work and dedication can make a difference in our clients’ lives.”
David earned his bachelor’s degree in business administration with Highest Distinction, as well as a master’s in professional accountancy degree from the University of Nebraska. He is a CPA and holds the Certified Financial Planner designation. David is a member of numerous professional societies and has previously served on the Advisory Board for the University of Nebraska School of Accountancy.
David’s interests include spending time with his family, riding his motorcycle, hiking and watching college football. He tries not to let the “inconvenience” of tax busy season restrict the use of his Colorado ski pass.
Colorado CPA License #24078