David has been working in the financial industry since 1995. Prior to founding Clearwater Financial Management, David worked at Northwestern Mutual and spent thirteen years in the banking industry. He has obtained Series 6, 63, and 65 licenses, as well as licenses for Life, Health, and Long Term Care insurance. He received both a BS in Corporate Financial Management and a BS in Institutional Financial Management from Ball State University.
David has always felt drawn to the financial industry – the way the markets work, the psychology behind finance, and how it impacts people’s everyday lives and decisions. He currently lives in Indianapolis, Indiana and enjoys golfing, watching college basketball and NFL football, spending time with friends and family by enjoying good food and good drinks, and being outdoors in his free time.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.