David is a Wealth Advisor at Oak Partners, where he works with clients to create thoughtful, long-term investment strategies tailored to their unique goals and financial journeys. Rooted in a relationship-first approach, David takes pride in listening closely, educating clients, and helping them make confident financial decisions as they work toward the future they envision.
With more than 20 years of financial experience, David brings depth, perspective, and steady guidance to the individuals and families he serves. David holds FINRA Series 6, 63, and 65 registrations, as well as his life insurance license, all held through LPL Financial.
David grew up in Lansing, Illinois and currently resides in St. John with his wife and three children. He attended Purdue University, graduating with his Bachelor’s Degree in 2003. Outside of work, he spends much of his time coaching basketball, football, and soccer for his kids’ teams — experiences that reinforce the values of patience, discipline, teamwork, and long-term planning that guide both his personal life and professional philosophy."