David focuses on strengthening connections with clients and managing new introductions to his team. He brings together his experience as a financial planner and his natural ability to build relationships to take his team to a higher level of client satisfaction. David has been in the financial industry for nearly three decades and currently serves as the Senior Relationship Builder for The Legacy Team at Equity Concepts.

David received his Bachelor of Science in business from Ferris State University in 1995 and joined Equity Concepts in September of 2000 after several years in customer relation roles within the financial services industry. He was drawn to Equity Concepts because of the opportunity he saw for building a team approach to enhance the client experience. His commitment to this approach has helped Equity Concepts grow into the collaborative environment it is today.

David, and his wife, Olivia, are passionate about serving the community and spending time with their two sons, Luke and Liam. Olivia is an Exceptional Education Teacher at Deep Run High School. David volunteers his time with the Hanover Educational Foundation as a board member. His other hobbies include golf, and he is a member of the LINK Niger Golf Tournament committee. David’s identical twin brother, William, is also a part of the Equity Concepts family.

If you would like to learn more about The Legacy Team of Equity Concepts, you can visit www.legacyteamadvisors.com