Designations and Licenses

David is a CERTIFIED FINANCIAL PLANNER^™, Chartered Retirement Planning Counselor℠.

Experience and Education

David joined Mariner in 2018 and assists clients with overall financial planning, portfolio management and retirement income planning. He has decades of experience in the financial services industry where he has held roles as an equity compensation specialist, high-net-worth client relationship manager and financial consultant.

David has a Bachelor of Arts degree in business administration with a concentration in finance and accounting from Colorado State University.