David joined Summitry in June 2020 as a Financial Planning Associate working with the Private Client Group, providing advisory and planning support to the firm’s Financial Advisors.
Before joining Summitry, David worked as an Associate Financial Advisor for Vuecrest Wealth Management in Bellevue, Washington where he helped clients implement holistic financial planning strategies. Before that, he took a quick detour to work at Tesla Motors in Fremont after graduating from The Ohio State University with a Bachelor of Science in Human Ecology focusing on Consumer and Family Financial Services.
When not helping clients achieve their own financial goals, David enjoys playing ultimate frisbee, cycling and learning new home cooking techniques and recipes. He also enjoys giving back to the community through coaching youth ultimate and coordinating adult recreation leagues.