David uses the resources of Baird, to provide financial and planning services with a focus on clients with investment restrictions such as partners at audit firms. He is actively engaged with the PwC Brokerage Simplification Program (BSP) to provide customized solutions to a select number of high-net-worth individuals and families. His practice is not limited to individuals with investment restrictions.
David and his wife, Maureen, have two girls, Maddie and Emma. He is active in his community and enjoys outdoor experiences and spending time with his family.