“Mark Twain said, ‘Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did.’ My approach is to focus on the future and embrace opportunities as they come along.”
David’s Story
David takes an empathetic approach to estate planning, recognizing that clients often find it a difficult or uncomfortable topic. He strives to make the process as seamless as possible and works closely with his clients to get to know their family members, their wishes, and their complete financial picture. Because every client is unique, estate planning is continually offering new challenges, and David enjoys creating innovative and actionable solutions for families. After working in private practice and then as a trust advisor in a financial planning practice, David was drawn to Truepoint because of the firm’s unwavering commitment to its clients, which he believes is unique to the industry. What’s more, David is a certified specialist in estate planning, trust, and probate law, licensed by the Ohio State Bar Association, and one of fewer than 200 individuals to hold this designation.
Even outside of the office, David is committed to helping families achieve their dreams. After he and his wife struggled with infertility, they created Parental Hope, an organization that raises awareness about infertility and provides support to couples facing their own challenges. To date, Parental Hope has created a support group with over 2,500 members and awarded an increasing number of grants that cover the full cost of IVF, impacting dozens of families. In his spare time, David loves spending time with his wife and children, especially biking, swimming, and watching sports and movies together. He is actively involved in coaching his twins in their various sporting activities and completing home renovation projects. When he can, David also enjoys getting in a round or two of golf.
Specialties: estate law, estate planning, trust creation and management
