David has worked in the financial services industry since 2009. As Wealth Management Advisor he partnered with Nick Hutchison and Rodney Alexander in forming Teleios Wealth Management to deliver comprehensive planning and customized investment strategies. This enhanced capability also better ensures business continuity and multi-generational financial planning to families and businesses. David has an extensive background in wealth management, income protection, retirement and estate planning.
He has earned his Chartered Life Underwriter (CLU®) and his licensing includes the FINRA Series 7, 66 and 63, and the Life and Health Insurance licenses.
Prior to joining Northwestern Mutual as an advisor, David was an educator. He taught math and coached basketball. David received his Bachelor’s degree from Indiana University and Master’s in Education from Northwestern University. He continues his passion as an educator by educating his clients through the financial planning process. David has volunteered for over 9 years as a coach for numerous basketball and soccer teams. He and his wife, Eileen, live in Franklin and have three children. In his free time, David enjoys golfing, fishing, reading, traveling with his family.