As the Director of Investment Management, David, AIF®, is responsible for providing investment guidance through quantitative and qualitative research. He helps wealth management clients through the development and monitoring of investment model portfolios; he also works closely with retirement plan sponsors to review and manage each plan’s investments to ensure participants have access to beneficial options covering a wide range of investment objectives.
David joined Shepherd Financial in 2015. With more than 20 years in the financial services industry, he is integral to the growth of business by developing efficient, repeatable, and scalable investment processes. David has earned the designation of Accredited Investment Fiduciary® and is a member of the Investments & Wealth Institute®.
He graduated from Purdue University with a degree in Consumer Financial Counseling and Planning. David and his wife, Heather, have three sons. They are residents of Fishers and members of Second Presbyterian Church in Indianapolis. In his free time, you may see David riding on either the Monon Trail or a mountain bike trail around the Indianapolis area. Three dogs happily greet him at the door when he returns home each evening.