David is passionate about helping clients navigate important life decisions and achieve their financial goals. He has a diverse background in the financial services industry spanning over 11 years. Along with being a valued advisor to his clients, his prior roles included business development and technology solutions.
Previous to launching his practice, David was Director of Financial Planning for Edelman Financial Engines where he served as a guide to help clients reach their retirement dreams with a logic-based approach to investing. At Vanguard, as the business development group’s investment consultant, he served as the gateway for current and new clients transferring assets to the company. He received an internal honor for customer satisfaction. With Sutton Advisors, PLC David served as a wealth accumulation operations specialist focused on clients’ strategic financial goals such as retirement, college, tax and legacy planning. He studied psychology and finance at The Ohio State University.
In his free time, David spends time with his wife and four children. He and his family enjoy hiking in the great outdoors. He is active in his church community and also enjoys taking his motorcycle out on the road. Learn more about David at eldridgecapitalgroup.com.