Credentials:
ChFC-American College
Bachelor of Arts in Communications-Grace College
MA Missions-Grace Theological Seminary
Holds Series 7, 63, 24 registrations and Life and Health Insurance licenses
Work Experience:
David has spent the past 20 years in the financial services field as a financial advisor. His valuable experience bares its mark on everything we do here. After working at two separate financial institutions for 15 years, David set off to start his own firm, Winona Wealth Management. He sought to build a company that wasn’t driven by numbers but provided comprehensive financial planning that truly helped people in the community.
Each individual’s situation is unique, and he enjoys digging in to find the best path forward for each person to meet their financial goals. David also appreciates the educational part of his work. Many people find it difficult to understand the financial world, but he works to educate our clients so they can be a true partner in planning making informed decisions toward their life goals.
Community Involvement:
Member, Grace College Investment Committee
Member, Winona Lake Grace Brethren Church
Past President, Warsaw Rotary Club
Personal:
David has been married to his wife, Kristin, for 22 years. They have two children and enjoy traveling and being involved in their children’s activities.