As a Senior Corporate Solutions Advisor, David brings 16 years of financial services experience helping businesses and organizations design and manage retirement plans that support both organizational objectives and participant needs. He provides fiduciary education to plan sponsors, evaluates investment lineups, assists with vendor relationships, and advises clients on solutions including 401(k), 403(b), non-qualified deferred compensation, ESOP, cash balance, executive bonus, and operating capital strategies.
Throughout his career, David has worked with clients ranging from emerging technology companies to large organizations with retirement plans totaling several hundred million dollars. His experience serving individuals, retirement plans, and institutional investors gives him a broad perspective when evaluating complex challenges. Known for his inquisitive and resourceful approach, David is committed to researching solutions, bringing the right resources together, and helping plan sponsors navigate an evolving ERISA landscape with clarity and confidence.