David joined the Evergreen Wealth in 2018. He maintains the ongoing firm operations and works closely with the team on all new and existing client relationships. David strives to provide professional client service and communication across his various responsibilities.  He is also responsible for the firm’s trading platform, and he assists with investment strategies and research.

David lives in Springfield, IL. He enjoys working on his golf game, vacationing with friends and family, and being a longstanding fan of the Chicago Cubs and the Chicago Bears.