“Mark Twain said, ‘Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did.’ My approach is to focus on the future and embrace opportunities as they come along.”
David’s expertise in estate planning benefits Truepoint clients whether they are developing a plan for the first time or making adjustments as circumstances change. His previous experience working with a financial planning team as a Senior Trust Advisor makes him an outstanding fit with Truepoint. “I love Truepoint’s team-based approach. It allows us to offer better overall advice and service for our clients.”
David earned his undergraduate degree in Business Administration at the University of Kentucky and his law degree at the Salmon P. Chase College of Law at Northern Kentucky University. He has been admitted to practice law in the State of Ohio and the Commonwealth of Kentucky and is designated by the Ohio State Bar Association as a Certified Specialist in Estate Planning, Trust and Probate Law. Before moving to the wealth management industry, David was an attorney with Kohnen & Patton for many years where his primary area of practice was estate planning and administration.
Outside of work, David is the Co-Founder and President of Parental Hope, Inc., a non-profit that provides financial support to hopeful couples battling infertility. He enjoys spending time with his wife, Jen, and their young twins, Violet and Logan. David likes to travel with his family and likes to stay active, fitting in as much golf, running, soccer and sports as time permits.