David joined Phillips Financial in 2016 as a paraplanner. As a paraplanner, he works closely with financial planners to prepare investment reviews and financial plans for clients. In addition to his paraplanner work, David also improves the firm’s core services by enhancing internal processes and external products that we offer to our clients.
David is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a Bachelor of Science in Business degree with a minor in finance from the University of Saint Francis. David was a co-founder of the finance and investment society at USF and served as student body president in high school.
David grew up in Fort Wayne and went to Bishop Luers High School, where he met his wife Allie. They currently live in Decatur with their son, Dawson. David teaches 7th grade Sunday school at St. Mary’s Catholic Church in Decatur, where they are members. In his spare time, David enjoys spending time with his family and friends, golfing, and watching/playing sports.