David first came to Kansas City to attend Avila University where he played baseball and earned his degree in Business Administration Finance. David entered the Financial Services industry right before September 2001. This turned out to be very special timing for him. He became a financial advisor at a time when many people were desperately seeking advice. As his practice grew, he developed a focus on individual planning and investment management. In 2009, David moved his practice and joined HFS in Belton. He is currently a principal partner in Heritage Financial Services and acting CFO. David lives in Lake Winnebago, MO with his wife Kasey and two daughters.
David would say that his main passion outside of work is his family. He likes to spend his free time doing pretty much anything outdoors. Some of his favorite activities include boating, fishing, and attending his girls’ athletic events. He and his family are members of Lee’s Summit Community Church.
