David’s area of experience is investment analysis and portfolio management, with a specialty in market research, asset allocation, and risk management. His approach combines deep fundamental analysis, diversified investment strategies, and risk-adjusted decision-making to drive long-term growth and capital preservation.

Before joining Planning Alternatives, David worked as an analyst for a broker-dealer.

He graduated from Oakland University School of Business, is a CFA® Charterholder and a Level II Candidate in the CAIA program.

What is your “why”?

I really enjoy being able to choose the best possible investments for clients without having any conflicts of interest or underlying motives.

Memorable client moment

I recently worked with a client who was looking for more "advanced" investments. I was able to walk through our offerings in the space and the client was satisfied with the options.

To me, true wealth means

Meaningful relationships and contentment with life.