Professional
David began his career with Northwestern Mutual in 1987. For over twenty-five years David has been passionately involved in helping others create a secure financial future.
David’s achievements have been recognized with Northwestern Mutual and the financial services industry. Company recognition includes qualification as a Northwestern Mutual Forum member which recognizes productivity and excellence within Northwestern Mutual. Within his profession, David has achieved the National Quality Award from the National Association of Insurance and Financial Advisors (NAIFA). This award recognizes the highest levels of client retention.
A focus on education and professionalism is paramount in David’s business philosophy. To this end he has earned the following professional designations:
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Chartered Advisor for Senior Living (CASL®)
B.S. Finance Missouri State University
David stays connected to his professional community through the following associations and memberships:
National Association of Insurance and Financial Advisors (NAIFA)
American Society of Financial Service Professionals
Greene County Estate Planning Council
Springfield Area Chamber of Commerce
Awards and Recognition
Million Dollar Round Table Provisional Member 1994
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying Member 2000-2001, 2003-2005, 2008
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1995-2010
Award recognizing persistency and performance