David is the Chief Marketing Officer and a Senior Wealth Manager, as well as a CERTIFIED FINANCIAL PLANNER®, providing advice and service to Pinnacle clients. He leads Pinnacle’s marketing department and firmwide marketing strategy, while also serving as a member of Pinnacle’s Investment, Wealth Management, and Compliance Committees.

He is a proud graduate of The Ohio State University. David was a Field Vice President with American Express Financial Advisors for 10 years before forming his own successful Financial Advisory company, which he ran for 15 years before joining Pinnacle in 2019.

When he’s not working hard, David spends most of his time at home in Lexington, OH with his wife, Candace, and four amazing kids, Madi, Ana, Alex, and Bella, four cute dogs, and a parrot. In his free time, David is passionate about music. He plays many instruments, with his favorite being the guitar. His three daughters are also talented artists with a professional singing group named Sorelle.