Background and experience

Since 2001, David has been advising professionals, business owners and their families as a former estate planning and business attorney (no longer practicing) and currently as a financial advisor.  Built on integrity, trust and mutual respect, he works with clients to understand what is important and unique to them. David takes a comprehensive approach to investment planning and examines every element of a client’s financial life with a focus on risk management, including debt management, cash reserves, insurance, estate investment planning and tax implications. His goal is to translate a client’s vision into a plan with a purpose and in their best interest. David is committed to being a lifelong advisor to clients.

David holds the CERTIFIED FINANCIAL PLANNER® certification, awarded by the Certified Financial Planner Board of Standards, Inc.  He also holds the Certified Investment Management Analyst® (CIMA®) certification, administered through the Investments & Wealth Institute and taught in conjunction with Yale School of Management. He received a Bachelor of Science from Benedictine University in 1998, a Juris Doctor from Northern Illinois University College of Law in 2001 and a Master of Business Administration from Northern Illinois University College of Business in 2004. 


Away from the office

David and his wife, Jonelle have been married for over 15 years and have three children, Alexander, Isabella and Julianna.  Spending time with their family is the top priority for David and Jonelle.  He also enjoys playing golf, basketball, the guitar and volunteer coaching for his kids’ sports teams.

David has been recognized as a 2021, 2022 and 2023 Five Star Wealth Manager.*

* The Five Star Wealth Manager award was issued on 10/1/2023 by Five Star Professional (FSP) for the time period 01/01/2023 through 07/31/2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.  5,549 Chicago-area wealth managers were considered for the award; 405 (7% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com .

For 2022: Award issued on 10/01/2022 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/29/2022. 4,912 Chicago wealth managers were considered for the award; 382 (8 % of candidates) were named Five Star Wealth Managers

For 2021: Award issued on 10/01/2021 by Five Star Professional (FSP) for the time period 12/28/2020 through 08/06/2021. 5,635 Chicago wealth managers were considered for the award; 382 (7 % of candidates) were named Five Star Wealth Managers