Professional
David is registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) licenses. He’s also a Licensed Insurance Producer, holding licenses in Life, Disability, Long-Term Care, and Health Insurance. David earned his Bachelor’s Degree in Political Science with a Minor in Business from Oakland University.
Personal
David and his wife, Erika, live in Oakland Township with their Goldendoodle, June. Erika is a Registered Nurse at Corewell Health Hospital in Troy. In his free time, David enjoys spending time at the park with Erika and June, playing tennis and pickleball, and officiating high school football and both high school and college basketball games.
At Cobblestone
As a Paraplanner, David brings a keen eye for detail and a genuine passion for helping clients plan for their financial futures. He’s dedicated to understanding each client’s unique circumstances and advocating for their best interests while navigating life’s financial challenges.
In his role as Case Manager, David manages documentation, records, and workflows to keep the planning process running smoothly. His attention to detail and commitment to accuracy help ensure that each client’s experience is organized, thorough, and seamless.