David is the Founder of Phase Change Wealth Management. He has an extensive background in comprehensive wealth management with particular in depth multi-generational planning using a client’s values and beliefs. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. David specializes in managing relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.

David has 29 plus years of experience working with investors. David earned a Bachelor of Science from Southern Illinois University. He also is a Certified Financial Planner (CFP). As a CFP he can be the point person working with others on your financial team to collaborate your financial success.

Outside of work you can find David driving his three active children to their travel sports and activities. He also enjoys spending time with his partner, being a DIY’er, High Sierra Backpacker, Skier, Mountain biker and blueberry grower.