Vice President, Investment Strategist & Banking Officer
David has over 31 years of experience in the banking industry, having worked for both regional and community banks, covering various financial service positions. For more than 20 years, he has been developing solid relationships with high-income and high-net-worth individuals and families to provide financial advice and service on their investments, deposits, and lending needs. David works with his clients to provide financial services including but not limited to: financial planning, estate planning, risk management, and independent advice on loan and deposit placement. David has been active in his community, having served on numerous community and non-profit boards over his career. His current focus is serving as a board director for the Rotary Club of Akron, where the primary focus for fundraising is supporting the Akron Rotary Camp for kids with special needs. David will help simplify your financial life by utilizing his extensive work experience and network of financial providers.