David began his career in 1983 with Prudential Securities. He is a founding member of Carillon Consulting Group. David has worked with high net worth individuals, corporations, executives, and fiduciary clients during his career. He is primarily responsible for client acquisition, business development and managing strategic client relationships.
David has earned the firm's designation of Accredited Wealth Manager. This program is designed to provide financial consultants with cutting-edge strategies and training in the firm's wealth management process and estate planning. While away from carillon Consulting Group, David is passionate about golf, spending time with his wife Meredith, following the success of his two children, Charlie and Lauren and their families, and all things related to Montana.