David is a Senior Financial Advisor with 23 years of experience currently serving the Naperville, Plainfield, and Bolingbrook markets. David uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO Investment Services team, David received his Bachelor of Arts degree in Finance from DePaul University in Chicago, Illinois. He holds series 6, 7, 63, and 65 securities licenses, held through LPL Financial along with his life, health, and annuities insurance licenses.
David is also a Certified Retirement Counselor® professional. David lives in Oswego with his wife and son. He enjoys coaching tennis at Rosary High School in Aurora, and serves on the board of Xilin Association.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management