Advisor Profile

David is an Associate based in Cedar Rapids, Iowa, where he supports advisors with day-to-day operations and client service initiatives. His responsibilities include scheduling meetings, coordinating communications, and leveraging CRM tools to enhance the overall client–advisor experience. 

Prior to joining Choreo, David served as a Wealth Management Intern at Prosperity Planning Partners, where he helped advisors develop comprehensive, goal-based financial plans. His work incorporated detailed analyses of cash flow, retirement planning, investments, and risk management, helping clients make informed financial decisions. 

David also completed an internship with The Financial Specialists, where he led firm-wide presentations on artificial intelligence strategies and supported new business initiatives. His contributions helped identify opportunities to improve client engagement and expand investment solutions.

Outside of the office, David is passionate about family, sports and his faith. He enjoys spending time with his wife Marin, especially hiking, going to the gym and playing basketball. He has served as an Assistant Tournament Director for Perfect Game, overseeing more than 60 baseball games each weekend, and as an Assistant Varsity Basketball Coach at Ringwood High School, where he collaborated on game strategy and player development. He currently volunteers with The Navigators at the University of Iowa, where he leads weekly Bible studies and provides one-on-one mentorship.

EDUCATION

• BBA, University of Iowa Tippie College of Business Finance

• B.S. Sport and Recreation Management, Coaching Concentration