David is a vice president, financial advisor and member of the Portfolio Manager Group within the fee-based Portfolio Focus discretionary platform at RBC Wealth Management. He also works with regular full-service brokerage accounts, retirement plan sponsors, life and long-term care clients, as well as with businesses having commercial lending needs. He joined RBC Wealth Management in 1997.

A charter holder of the Chartered Financial Analyst® designation since 2001, he is also a member of the CFA Society Milwaukee and a former member of the CFA Society Chicago from 1992 to 2021. In 2006 he earned the Accredited Investment Fiduciary® professional designation, which was awarded by the Center for Fiduciary Studies for successful completion and fulfillment of ongoing accreditation requirements in the formal training of investment fiduciary responsibility.

He and his wife grew up and resided in the city of Lake Forest, Illinois, where they raised four now grown children with whom they love to worship, travel, ski, yard-work, and local volunteer work. They are now residents of New Berlin, Wisconsin, and enjoy all the benefits of living near downtown Milwaukee.