Focus: Insurance Strategies, Investment Strategies
David, a Certified Financial Planner (CFP®), got his start in the financial services industry as a financial advisor for high net worth clients for one of the largest banks in the country. He was introduced to the credit union industry by a family member and jumped at the opportunity to enter the credit union space in 2010. He spent the past 6 years as a very successful independent financial consultant to credit union executives and their members before he joined the Sheeter Group in 2016.
David has a Finance degree from Miami University. David enjoys traveling, cycling and running. He lives in Cincinnati with his wife Becca, and two children, Leah and Weston.
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530 Gaither Rd #350
Rockville, MD 20850