David began his journey in financial planning in 1998. At that time, he was pursuing his childhood dream of playing professional hockey but pursued his second career during his off seasons. After playing professionally throughout North America and Europe, David retired from hockey and began his full-time career in finance.
David attributes much of his success as a leader to the knowledge and experience gained in both careers. As an advisor, he learned to deliver unbiased, objective and honest advice to the clients he serves. As an athlete, he learned the value of team.
As Synergy’s Chief Operating Officer, David leverages his experience to drive the Synergy enterprise and brand. He oversees all aspects of the day-to-day management of the business and is also heavily involved in Synergy’s M&A opportunities.
Prior to Synergy, David worked for some of the largest financial institutions in the country before working directly with several family offices and their closely held businesses.
David enjoys spending time with his wife and four children and attending their hockey, golf, theater and track events.