Empowering Teams, Driving Success

Personalized Planning Backed by Experience

David brings over 20 years of experience in financial services to his role as Financial Advisor and Director of Sales at Financial Services of America. Licensed with a Series 65, David helps clients nearing or in retirement create personalized plans that align with their goals for income, taxes, insurance, and estate strategies.

With a background in both entrepreneurship and leadership, David understands how to balance smart strategy with real-world priorities. At just 18, he became insurance licensed, later founding and scaling The Right Choice Insurance Agency to over 30 employees and $3 million in revenue. His success earned him recognition as one of 2014 Crain’s Detroit Business “Top 20 in Their 20s” before selling the firm to HUB International.

At FSA, David combines that experience with a client-first approach, he helps individuals and families navigate retirement through personalized strategies that consider both opportunities and potential risks. He also plays a key role in mentoring FSA’s advisor team and supporting the firm’s mission of delivering high-quality service through its CARES Planning Process.

Outside the Office

David lives in Highland Township with his wife, Juliana, and their two cats, Olivia and Oliver. A lifelong resident of the area, he enjoys golf, time with family, and building a legacy rooted in faith, service, and community.

A Note from David:

“I believe every client deserves a plan that reflects their values—not just their finances. That’s why I focus on listening first, then building strategies that give families confidence in their future.”