David is responsible for trading the firm’s securities as well as conducting investment and macroeconomic research.
Prior to joining Planning Alternatives, David served as an Investment Analyst with a Broker-Dealer in Birmingham, MI. He was responsible for the investment analysis of client portfolios, market research, and advising affluent investors on advanced financial planning techniques.
David earned his Bachelor of Science (B.S.) with honors in Finance and Business Economics from Oakland University. David is currently in process of obtaining the Chartered Financial Analyst® (CFA®) designation.