Financial Planner Special Care Planner Investment Advisor Representative
Office Locations: Indianapolis IN, Merrillville IN
“Our relationships transcend a commitment to provide our best advice and counsel. It’s important for us to guide our clients through the entire process to create and realize their unique Success Stories.”
Why clients choose to work with Dave:
I work with group and individual clients to create plans that elevate their expectations and education regarding personal finance. Together, we work to identify and create a plan reflective of their needs as highly-educated professionals, whether they choose to be as self-directed as possible, or whether they enter the process completely open to continued guidance and direction.
Secrets to his Success
I continually educate myself, both formally, through pursuit of professional certifications, and informally by reading industry journals and keeping abreast of the financial world around us.
More Information about David
I grew up in a small Pennsylvania Christmas tree farm (I call it “4 acres of heaven”) with my
parents, older sister and identical twin brother. In high school, I competed in every sport I
could, playing on 5 varsity teams. I also met my future wife Melynne, but didn’t know it at the
A love of math led me to majoring in Chemical Engineering at Lafayette College. After
graduation, I pursued my dream…and got lucky…playing professional basketball for a year inFrance and England, before starting my real working career. I began as a process engineer
with a chemical company in New Jersey, then transitioned into the pharmaceutical industry
and moved to Indianapolis, working as a quality engineer for Eli Lilly and Company. While I
was with Lilly, I entered the IU Kelley School of Business Evening MBA Program, during which Irealized that I really enjoyed Personal Finance, became a Financial Analyst and wanted topursue Financial Planning as a career. Ben Abraham and I had known each other for a while.Casual conversation evolved and I was fortunate to be able to join One to One FinancialAdvisors in 2008 (GREAT professional move…TERRIBLE year to do it). In the years since, I havegrown my skill sets, immediately becoming a Certified Financial Planner Professional and attaining a number of other professional designations along the way. The value I provide my clients centers on my ability to improve their financial decision-making abilities and is rooted in this constant improvement and exposure to the ever-increasing facets of financial planning.
Personal Interests and Motivators
Anyone following me on Social Media will quickly determine that my main areas of interest are my family, athletics and time spent with friends. Here are some things they might also like to know:
I grew up on a Christmas tree farm.
I played professional basketball in France and England for the International Basketball League (FIBA)
I am a twin
TIME WITH FAMILY, TRAVELING, HOUSE AND YARD PROJECTS, SPORTS (BASKETBALL, TENNIS, SWIMMING), COACHING MY KIDS (BASKETBALL, SOCCER, TENNIS), READING (NON-FICTION)
Licenses & Certifications
Special Care Planner
CFP®, MBA, CASL®, RICP®