David is a trusted advisor specializing in comprehensive, highly customized financial and business consulting services with a deep emphasis on wealth management, strategic planning, and multi-generational guidance. Known for his creativity, empathy, and strategic acumen, David thrives as a connector, facilitator, and problem solver—helping individuals and families navigate the often complex intersections of finance, legacy, and life planning.

In addition to traditional financial planning, David is a skilled consultant in family governance, business transition planning, and succession strategies. He works closely with business owners, family enterprises, and creative professionals to prepare for leadership transitions, cultivate shared values across generations, and guide facilitated conversations that address sensitive and often challenging dynamics. His approach ensures continuity, clarity, and cohesion in both financial and relational outcomes.

David has a unique ability to serve non-traditional and historically underrepresented communities with both expertise and understanding. His consulting portfolio includes a particular focus on the fine arts sector, where he advises artists, musicians, and arts institutions on management, sustainability, and planning across both personal and organizational contexts.

David earned his Bachelor of Arts in Psychology and Piano Performance from Case Western Reserve University and completed a Certificate in Financial Planning from New York University.

Deeply connected to the arts, David serves on several non-profit boards supporting excellence in classical music and the cultural vitality of Cleveland and beyond. He is also passionate about the preservation of historic homes, regional and international travel, and cultivating meaningful connections over food and shared experiences.