David is the Director of Client Relations for Kanai Wealth Management Group. He enjoys helping our team of advisors build, communicate and implement personalized financial plans to match our clients’ objectives. He holds his Series 6, Series 63 and Series 65 registrations as well as a Life, Health and Variable insurance license in the state of Michigan.
David graduated from Western Michigan University with a B.A. in Business Administration and a major in management. He joined the financial services industry in 2003, where he specialized in marketing, sales and product development with an independent broker-dealer. In 2005, he was promoted to Vice President of Marketing to help financial advisors improve their processes and better serve their clients. He then accepted a Director of Advisor Transitions position to help newly appointed advisors and their teams update their technology and registration processes and integrate client accounts and records.
He and his wife currently reside in Kentwood, Michigan along with their three beautiful daughters. They love spending time together outdoors, as David is an avid camper, backpacker, fisherman and hunter. David is also a former deacon and an active member of the Calvary Church. He has the spiritual gift of giving and enjoys serving on his church’s benevolence team.
One of David’s favorite quotes is by Winston Churchill: “We make a living by what we get, we make a life by what we give.”