Wealth Management Advisor
David enjoys getting to know his clients and finding out what’s truly important to them. He likes to discover their likes and dislikes, what worries them, and what makes them tick. He serves clients in all areas of financial planning and has a particular interest in special needs planning.
He chose financial services as a career to be in an industry where he could provide what’s best for his clients, not what was best for him or his employers. David was at MetLife Midwest Associates before coming to Visionary Wealth Advisors. He made the move to Visionary to offer clients the type of personal service they can’t get anywhere else.
David has his Associate’s Degree from Southwestern Illinois College. He has lived in Belleville, Illinois his entire life. He’s a big Cardinal’s fan and enjoys watching and playing all types of sports. David also likes cooking, exploring new restaurants and fine wine. He is planning to become involved in supporting the Belleville Area Humane Society.