What do you enjoy most about wealth management?
As a wealth manager, I have an opportunity to make a difference in people’s lives.
What’s the biggest challenge?
An increasingly sophisticated market.
What do you love most about being part of Aspiriant?
The culture. I love being part of a firm so committed to its clients and employees.
What quality of yours makes you best suited to the work you do?
My combination of personal skills and analytical thinking.
How should people think about their wealth?
Wealth empowers you…what do you want to do with it?
What do you love to do outside of work?
I like to maintain a healthy lifestyle by running, playing hockey, skiing, and playing golf. I also love to travel.
What would you be doing if you weren’t working for Aspiriant?
Something that allows me to help others. Something that included international travel would be a plus.
What was the most influential book you’ve read and why?
“Who Moved My Cheese?” by Dr. Spencer Johnson. It talks about avoiding complacency and keeping a positive attitude during times of change.
What personal accomplishments are you most proud of?
Staying active in the wealth management industry. Being a member of the Financial Planning Association of Southeastern Wisconsin, the Herbert J. Mueller Society, The Marquette University Business Administration Alumni Association, and a board member of a non-profit in Milwaukee.
Education and accreditations
- B.S. in Finance, University of Wisconsin, Whitewater
- M.B.A. with specialization in Finance, Marquette University
David has been providing investment and wealth advisory services to high net worth individuals and their families since 2006. In 2010, he joined Aspiriant as a result of the acquisition of Deloitte Investment Advisors. In addition to his duties as an investment advisor, David serves on Aspiriant’s Marketing Committee.
Prior to Aspiriant, David worked at Deloitte Investment Advisors as a Senior Consultant. He worked closely with clients to deliver wealth management services focused on the implementation of an investment process and program that included asset allocation, cash management, assistance in the selection of managers, and the monitoring of portfolio performance.
David received a Bachelor’s degree in finance from the University of Wisconsin Whitewater and an MBA with specialization in finance from Marquette University. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). David is also an active member of the Financial Planning Association and the Herbert J. Mueller Society.
Outside of work, David serves as a Director on the board of Marquette University’s Business Administration Alumni Association. His other interests include running, playing hockey, and competing against his wife to see who can collect more splat points during workouts at Orangetheory Fitness!