David is a partner of Kirkby, Phelan and Associates, and has been in the financial services industry since 1991. He is a licensed investment adviser representative and branch office manager of LPL Financial, as well as a member of FINRA. He was recognized as a 2010 Five Star Wealth Manager by Chicago magazine, and has been recognized for 10 straight years by LPL for outstanding service. He is also an Illinois Licensed Insurance Producer. David's community involvement includes being a Committee Member for American Diabetes Association (ADA) Tour de Cure Executive Committee. David is an alumnus of St. Johns University in Collegeville, MN.