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My
Story
Joining Ascend Advisory Group in 2010, David started at the bottom of the Great Recession in 2008 with no clients. He steadily built a successful business consisting of $280M of assets under management, and serving households across 34 states (as of 7/1/24). While he and his team serve business owners, entrepreneurs and high net worth individuals, a large portion of his clientele consist of manufacturing and telecommunication retirees and everyday families. David finds that his successful client relationships are built on mutual trust, simplification, and a commitment to a high level of service. David and his team proactively utilize one-on-one meetings as opportunities to help clients remain steadfast in their goals.
17
years in the industry
Certifications
CERTIFIED FINANCIAL PLANNER ™
Series 7 Registration
Series 66 Registration
State Insurance License
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Education
Finance, Bachelor of Science, Ohio State University
Awards:
2019, 2020, 2021, 2022, 2023, 2024
Forbes Best-In-State Wealth Advisors*
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2023
Forbes Top Next-Gen Wealth Advisors Best-in-State
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2021, 2024
Forbes Top Next-Gen Wealth Advisors
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2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. (Source: Forbes.com)
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. (Source: Forbes.com)
2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. (Source: Forbes.com)
2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18.(Source: Forbes.com)
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24.(Source: Forbes.com)
​ 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com).
The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Some recognition to mention.
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PM-06042026-7410565.1.1 / PM-01222026-6815916.1.1 /PM - CAR-1222-01593 FiNet Job Title (for use by WFAFN only)