In 1995, David changed careers and became a financial planner, where he was able to pursue his lifelong goal of helping business owners and families effectively transfer wealth and make an impact through philanthropy. Today, through his company, The Life Insurance Doctor™, David leverages outside-the-box thinking to create game-changing results for his clients by using an innovative “True Value” life insurance review process that employs creative buy-and-sell techniques. Over the past few years, he has generated millions of dollars in cash and tax benefits for his clients.
David’s main passion is philanthropy. He believes there is a great need for education and guidance for high net worth individuals who wish to align life goals with hard-earned wealth. David’s objective is to collaborate with clients to produce the best financial and philanthropic results for them by enabling them to understand the “why” of planning.
He lives in Cleveland with his wife, Marcela, where they have raised a blended family of nine children and currently have five lovely grandchildren. He is an avid golfer which has been a lifelong passion.