“The decision to select financial planning as my career path was a rather simple one as it encompasses both financial analysis and personal interactions. I have always been drawn to the qualitative side of the personal financial world and the relationships that can be built through comprehensive financial planning. At OFM Wealth, I am able to work alongside and learn from experienced and enthusiastic wealth managers as I start my own career.”

David’s responsibilities in the Wealth Management Support role include providing assistance to the firm’s Wealth Managers in preparing for client review meetings and monitoring client portfolios, managing and overseeing the internship program, and providing technology support.

Prior to assuming his current role, David was an intern at OFM Wealth. He started classes in August 2017 to obtain his MBA in Personal Financial Planning.

David grew up and currently resides in the northwest suburb of Elk Grove Village where he enjoys spending time with his friends and family, staying active outside, as well as trying out local restaurants with his financée, Megan.