David has more than 40 years of wealth and investment management experience including Bank of Oklahoma and PNC Financial. He started a state-chartered trust bank, Heritage Trust Company, in 1992 and also founded ParentBroadcast, one of the country's first school-to-parent notification services. David obtained a bachelor's degree in finance from John Carroll University and an MBA from Gannon University. He is a Chartered Financial Analyst which is considered the golden standard of financial certification.
I love grandparenthood. If you’re a grandparent, you get it. If you’re not, get ready for the best time of your life. Fortunately, both my kids live in Erie, so I get plenty of “Papa” time. When I’m not with my kids and grand kids, you might see me walking Presque Isle, having a hot dog at Sara’s or hanging out with my siblings. I’m 1 of 11 kids and the middle child to boot. I guess that explains a lot. Yikes!
Favorite movie: Finding Nemo. Ok, not really. I’d have to say One Flew Over the Cuckoo’s Nest
Best live concert: Bruce Springsteen (1976)
Favorite book: A Prayer for Owen Meany by John Irving
Funniest person of all time: Don Rickles
Most inspiring entrepreneur: Henry Ford (I was born in Dearborn, MI)
Favorite quote: “You will get all you want in life if you help enough people get what they want.” -Zig Ziglar
One thing you might not know about me: For two years, I worked with a foodstuff inventor in Cape Town, South Africa. Our goal was to perfect a microwavable breadcrumb coating system for chicken nuggets. Were we successful? Nope, but we had a blast trying.
Why I do what I do
My favorite activity is to spend time with my family and my life-long friends. My second favorite thing to do is pursue my passion of being an entrepreneur - starting and growing a new business. Founding Evident Financial is the culmination of my career goal. Being in my 60's and helping people my age navigate retirement is very rewarding.