Bio

David joined Oak Ridge Financial in November 2022. David has over 25 years of industry experience. He focuses on tailoring investment plans to meet the ever-changing landscape that individuals and families go through. David works with his clients best interest in mind as it relates to how to invest, where to invest, and how to allocate investment dollars. What David loves most about his job is the professional satisfaction he receives through family referrals. He received his bachelor’s degree in Business from the University of Iowa. Outside of work, David maintains a busy lifestyle as a husband and father of four. He enjoys being involved in his children’s various sports and activities and looks forward to their yearly family vacations.