CFP®, CRPC®, MPAS®
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 holds the CERTIFIED FINANCIAL PLANNERTM certification as well as the Chartered Retirement Planning CounselorSM and Master Planner Advanced Studies designations. David lives in Scottsdale with his wife Veronica.