For nearly 30 years, David has advised successful families, business owners, executives, and retirees on the preservation, management, and transfer of significant wealth. He helps clients navigate complex financial decisions through a disciplined planning process designed to bring clarity, coordination, and confidence. Throughout his career, he has focused on building lasting client relationships grounded in education, attentive service, and personalized advice. David believes successful wealth management begins with understanding each client's unique circumstances and helping them make informed decisions with confidence.
His practice focuses on wealth preservation, disciplined investment management, tax-aware planning strategies, and multigenerational wealth transfer. Many of the families David serves rely on him to coordinate a broad network of advisors, including attorneys, CPAs, trust professionals, private bankers, and philanthropic specialists. He views his role as helping clients connect the various components of their financial lives into a cohesive long-term strategy. David works closely with clients and their families to address important financial decisions while helping prepare future generations for the responsibilities that come with wealth. Having guided clients through multiple market cycles, he provides experienced perspective and disciplined advice designed to help clients remain focused on their long-term objectives.
David began his career as a Financial Advisor in 1996 with A.G. Edwards, a predecessor firm of Wells Fargo Advisors, where he established his practice and built enduring client relationships founded on trust, responsiveness, and personalized service. In 2008, he earned the CERTIFIED FINANCIAL PLANNER® certification by completing a comprehensive educational program, passing a rigorous examination, and meeting extensive experience requirements. Throughout his career, David has also been recognized with industry and firm-specific awards that reflect his commitment to professional excellence.
David's approach is guided by a simple philosophy: educate first, listen carefully, and always act with integrity. Rather than focusing solely on investment recommendations, he strives to help clients understand their options so they can make informed decisions with clarity and confidence. He believes one of the greatest values he offers is serving as a trusted resource through every stage of life and across generations.
Many of David's client relationships span decades and multiple generations. In many cases, relationships that began with one generation have expanded to include children, grandchildren, and other family members as wealth and responsibilities evolve over time. He believes the greatest measure of success is not simply investment performance, but the trust clients place in him to help guide important family and financial decisions over time.

Outside the office, David is actively involved in his community and proudly supports organizations including the Saint Louis Zoo, Saint Louis Science Center, The Muny, and the City of Town & Country. He and his wife, Jennifer, reside in Town & Country with their daughters, Lauren and Lily. As a family, they enjoy spending time together and especially look forward to their summer vacations.

With more than 30 years of experience in the financial services industry, Kathy plays an integral role in delivering the responsive, personalized service clients have come to expect from Adam Wealth Management Group. She works closely with David to help ensure every client interaction is handled with care, accuracy, and attention to detail, creating a service experience that is both efficient and highly personal.
Kathy helps coordinate client requests, oversee account administration, facilitate account transfers, and support ongoing client communications. She is committed to ensuring every client relationship receives the attention it deserves and takes pride in making each interaction seamless, welcoming, and responsive. Whether assisting with day-to-day account needs or answering client questions, Kathy strives to help clients feel informed, supported, and confident reaching out whenever they need assistance.
Throughout her career, Kathy has been recognized for her commitment to exceptional client service, including receiving her firm's Distinguished Service Professional Award in 2017. She holds her Series 7 registration and is known for her professionalism, reliability, and genuine dedication to helping clients. Together, David and Kathy are committed to creating a thoughtful, high-touch service experience built on responsiveness, trust, and lasting relationships.
Kathy resides in Cedar Hill with her husband and son. Outside of the office, she enjoys gardening, singing with her church choir, and international travel.