Background
- Professional Accountant working in public and private accounting from 1988 to 2005
- Financial Advisor 2005 to present
Memberships & Community Activities
In 2023 David was recognized as one of LPL’s top financial advisors by being named to the LPL Freedom Club ranked in the top 9% of the 22,000+ advisors nationwide (ranking at 12-19-23 #2054).
In 2024 David was named to the LPL Ambassador Council as one of 60 members selected from among more than 22,000+ LPL advisors and institution leaders nationwide. The LPL Ambassador Council vision is to deepen relationships with a diverse cross-section of highly dedicated financial professionals. In bringing together these earnest, respected individuals, LPL creates a well-informed, extended advocate community. The Ambassador Council program provides a formal opportunity for advisors and institution leaders to stay closely connected to LPL’s strategic roadmap and key executives, and to share their experience, feedback, and support with peers by affiliation type.
Elected to Sault Area School Board 2009 - 2014
Rotarian 2003 - 2014 (President 2010-2011)
Education, Certifications, and Securities Registrations
- BA Accounting, University of Alaska Anchorage May 1988
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Asset Management Specialist Certification (AAMS)
- Registered Principal With LPL Financial
- Series 24, Series 7, Series 63, Series 66 Registered (Registrations held with LPL Financial)
Personal
I grew up in Anchorage, Alaska, and my wife Cindy (Flynn) and I have been together since 1983. We have lived in Sault Ste. Marie, Michigan since 1989 and have two sons, Samuel and Joshua, both graduates of the University of Michigan College of Engineering.
Words to Live By
"Today well lived, makes every yesterday a dream of happiness and every tomorrow a vision of hope." - Kalidasa, Hindu poet and playwright