David is a Partner and Senior Wealth Manager in our 哥伦布,哦 office and has worked in the financial services industry since 2006. He predominantly works with high-net-worth individuals and families, and institutions advising on various topics including holistic financial planning, 所得税优化, 资产配置, 投资组合构建, and estate planning strategies.
As the leader of business 开发ment efforts for the Personal 金融 bet9平台游戏 group, David and his team are responsible for the creation and distribution of advisor marketing content, 客户端通信, and overall business 开发ment efforts.
David’s well-rounded financial education and past experiences as a security analyst, as well as his time as a Big 4 auditor, provide him with a unique set of skills to specialize in working with business owners to 开发 a comprehensive plan for their business and personal finances.
David lives in Powell, OH with his wife, Holly, and his three children, Scarlett, Olive, and Crosby. When not spending time with his family, he enjoys playing golf.
B.S. - Accounting, The Ohio State University
Member - CFA Society of 哥伦布
Member - American Institute of Certified Public Accountants
Do you have a hobby/personal passion?
I enjoy being with my wife and (3) kids – Scarlett, Olive, and Crosby and I love playing golf.
What was the best advice you’ve ever received?
I received some great advice at the beginning of my career working in Chicago, in a job and field I didn’t love, 这件事一直困扰着我. When you are at the beginning of your career, don’t stress yourself out over your long-term career path. It’s easy to compare yourself to peers (are you on the right long-term track, etc.), but recognize for most people as they get into their 30s you do need to determine your path and field of focus. That way by the time you hit your 40’s (what is typically the start of your peak earning’s years), you have a career you enjoy, 建立连接, and an overall good balance to your professional life. I’ve been fortunate that this advice has played out for me and has provided a good perspective throughout my career thus far.
你的榜样是谁?
As I’ve grown older, I’ve come to appreciate all the things my parents did for me growing up (i.e. travel soccer teams, vacations and trips, personal finances, etc.) that I didn’t always appreciate or recognize.
What was your childhood dream?
Be like Larry Bird, I was a huge Larry Bird fan growing up playing basketball.
If you could go back in time, what advice would you give your college self?
While I enjoyed college and wouldn’t do anything different, I’d remind myself to enjoy the moment more. I have the rest of my life to work hard.
People would be surprised to know that I…
大多数早晨冥想.
What is the best or most interesting thing about your career?
I have alphabet soup behind my name in terms of professional designations (CFA, CFP®, 注册会计师), but each designation had a purpose and pushed me to expand, 开发, and broaden my financial and accounting skill set.
你的第一份工作是什么?
Auditor for PWC in Chicago
你有“座右铭”吗?? (说或不说)
I’ve stolen it from Cameron Mitchell, a restaurateur from 哥伦布, “答案是肯定的, 问题是什么??”.
When you have an hour of free time, what do you like to do?
I enjoy reading Barron’s Magazine, and in general always trying to learn about new things. I learn a lot from surfing Twitter and the financial commentary on that platform.
Do you have advice for young professionals?
Find something you genuinely enjoy doing, it has made all the difference for me in my career. I truly enjoy helping people achieve their financial goals and I think that comes through in my interactions with clients.
分享holder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage 退休的解决方案. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, 少数人持股企业. His background includes plan design, 文档报告, 参与者的教育, and ongoing administration for defined contribution plans, including employee stock ownership plans.
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