Client Advisor and Branch Manager
David began his financial services career in 2009, after completing a two-year internship that provided him with invaluable exposure to the extreme market volatility of 2007-2008. Prior to joining Mercer Advisors, he spent seven years as a client advisor at an independent RIA firm in Minneapolis, MN. While there, he worked with high-net-worth individuals to organize all aspects of their financial lives including portfolio management, cash flow planning, estate planning, and tax planning. David graduated from the University of Minnesota-Duluth with a degree in Finance. He lives in Scottsdale with his wife Veronica.