We are pleased to welcome David to the OFM Wealth team as Wealth Management Support. David recently graduated from Trinity Christian College in May of 2017 with a Bachelor’s degree in Finance. During his later years at Trinity, he interned at OFM Wealth where he found a passion for financial planning.
He starts classes in August 2017 to obtain his MBA in Personal Financial Planning. David’s responsibilities as Wealth Management Support at OFM include providing assistance to other advisors in preparing for client review meetings and monitoring client portfolios, intern oversight and management, and technology support.
David grew up and currently resides in the northwest suburb of Elk Grove Village where he enjoys spending time with his friends and family, trying new restaurants with his fiancée Megan, and working out.
All information is believed to be from reliable sources however we make no representation as to its completeness or accuracy. All economic and performance information is historical and not indicative of future results. Any market indices mentioned are unmanaged and cannot be invested in directly. Additional information, including management fees and expenses, is provided on our Form ADV Part 2. All investments involve risk and past performance is not a guarantee of future results.