Expertise

Financial advisory services

Experience

40 years in financial services industry, including commercial banking and investment management services

David joined Midwest Trust in 2014 with extensive experience in the financial industry. Most recently serving as managing director with Reliance Financial Corporation, David also has experience serving as bank president at Lenexa National Bank (preceded Commerce) and Mark Twain Plaza Bank (preceded U.S. Bank); working as a partner and senior vice president within registered investment advisory firms. David brings a broad understanding of clients’ needs and how to provide them with solutions.

Education

BS in Psychology, Tulane University

MBA, University of Kansas

Professional / Civic Affiliations

Jewish Community Foundation of Greater Kansas City, Trustee