David began his financial planning career in 2000. Before serving individual families, he worked as a process controls engineer, designing and installing commercial automation systems, and as a technical support engineer for a semiconductor manufacturing company.
David entered the financial services industry with American Express Financial Advisors (later Ameriprise Financial), and later ran his own RIA at Integrated Partners before he joined Mercer Advisors in 2025. David holds the CERTIFIED FINANCIAL PLANNER® certification, as well as the Chartered Financial Consultant® and Retirement Income Certified Professional® designations.
He and his wife reside in Bend, Oregon, and have a daughter and twin boys. David has a myriad of interests, including spending time with his family (including their two German Shorthaired Pointers), dirt and street motorcycle riding, and weekly Taiji classes, which he started more than a decade ago with his twins.