Moneta Group

While he loves the challenges of comprehensive financial planning, David's favorite part of being a Moneta professional consultant is working closely with clients to help them achieve their financial goals and objectives. "I love doing what's right for our clients, providing the 'Raving Fan' service they expect and deserve. Making sure they get the best advice possible is always the goal," he says.

David's passion for serving his clients' fuels his ongoing thirst for knowledge. "I think I'll always feel as if there is more to learn and share with clients," he says. "As a client's Family CFO, I know they depend on me to be ahead of the curve in terms of service, knowledge and experience."

David joined Moneta in 2003. He has been in the financial industry for more than 12 years in banking, corporate finance and wealth management.

• B.S., Finance, Kelly School of Business, Indiana University
• CERTIFIED FINANCIAL PLANNER™
• Mercy Ministries Volunteer
• Josh Chamberlain Society Volunteer
• Eagle Scout