As the Cincinnati practice leader at Benchmark, David specializes in caring for business owners, corporate executives, and professional athletes. Over his career, he has implemented comprehensive wealth management strategies for his clients that have allowed them to simplify their financial complexity, achieve their goals, and build lasting legacies.
David has been active as a Board Member and volunteer at his church and Penn State as well as Stepping Stones, Ocean, the UC’s Conservatory of Music and Back2Back Ministries
David graduated in 1983 from Pennsylvania State University with a Bachelor of Arts degree from the College of Liberal Arts. He is an instructor and author for the Risk Management Association and leads the Lending to Wealthy Individuals course across the country. He also facilitates a variety of workshops and seminars on financial wellness for professional athletes and executive teams.
David currently resides in Cincinnati with his wife Susan and their yellow lab Crosley. They have two adult children, Matt and Anna. David enjoys golfing at Maketewah Country Club, the outdoors, and spending time with his family at Norris Lake in Tennessee. In the community, David is dedicated to serving the marginalized in the inner city and across the globe. He has also been active as a Board Member and volunteer at Pennsylvania University’s College of Liberal Arts, Cincinnati Symphony Orchestra, Stepping Stones, Ocean, the University of Cincinnati’s Conservatory of Music and Back2Back Ministries.
- Bachelors of Arts from Pennsylvania State University
- Holds the Series 66 license
- Previously attained the Series 7 license (inactive)
- Lending to Wealthy Individuals and Churches
- Back2Back Ministries
- Stepping Stones Board Member