About David
David has 20 years of experience in the financial services industry and has an extensive level of knowledge in the fixed-income markets. Leveraging this experience combined with his comprehensive analytical processes, he strategically builds portfolios for clients focused on creating efficient and reliable streams of income while minimizing risk exposure levels.
David joined Focus Partners Wealth in 2026. He began his career in Chicago at the Institutional Fixed Income firm of Griffin, Kubik, Stephens, and Thompson. He then went on to work with Alliance Bernstein, a New York-based asset management firm, and Colorado State Bank and Trust.
Having spent much of his career managing the assets for institutional investors, David recognizes the significant divergence between the quality of asset management received by individual investors and that of institutional investors. He has also found that for individual investors, few areas in life can cause as much stress as uncertain or mismanaged finances. It is David’s vision that clients are empowered to shift from feeling confused, overwhelmed, anxious, and uncertain to seeing their financial lives with more purpose, direction, peace, and confidence. It is David’s desire for clients to live their vision of an extraordinary life and is thankful for the opportunity to play a role in achieving that vision.
David currently serves as a member of the Board of Trustees for the Denver Seminary. He has a passion for the underserved children in our communities and has served as chairman of the Board of Trustees for Clayton Early Learning. Additionally, David sits on the Advisory Board of the Porter-Billups Leadership Academy at Regis University.
David resides in Highlands Ranch with his wife, Kate, and three children. They have a deep passion for their family, friends, community, and church.
Education and Professional Milestones
-Cox School of Business at Southern Methodist University – bachelor’s degree in finance
David has 20 years of experience in the financial services industry and has an extensive level of knowledge in the fixed-income markets. Leveraging this experience combined with his comprehensive analytical processes, he strategically builds portfolios for clients focused on creating efficient and reliable streams of income while minimizing risk exposure levels.
David joined Focus Partners Wealth in 2026. He began his career in Chicago at the Institutional Fixed Income firm of Griffin, Kubik, Stephens, and Thompson. He then went on to work with Alliance Bernstein, a New York-based asset management firm, and Colorado State Bank and Trust.
Having spent much of his career managing the assets for institutional investors, David recognizes the significant divergence between the quality of asset management received by individual investors and that of institutional investors. He has also found that for individual investors, few areas in life can cause as much stress as uncertain or mismanaged finances. It is David’s vision that clients are empowered to shift from feeling confused, overwhelmed, anxious, and uncertain to seeing their financial lives with more purpose, direction, peace, and confidence. It is David’s desire for clients to live their vision of an extraordinary life and is thankful for the opportunity to play a role in achieving that vision.
David currently serves as a member of the Board of Trustees for the Denver Seminary. He has a passion for the underserved children in our communities and has served as chairman of the Board of Trustees for Clayton Early Learning. Additionally, David sits on the Advisory Board of the Porter-Billups Leadership Academy at Regis University.
David resides in Highlands Ranch with his wife, Kate, and three children. They have a deep passion for their family, friends, community, and church.
Education and Professional Milestones
-Cox School of Business at Southern Methodist University – bachelor’s degree in finance