Retirement Plan Services Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
David works with plan sponsors to support retirement plan design, administration, and fiduciary oversight, drawing on more than 25 years of institutional retirement plan experience.
David serves as a Senior Retirement Plan Officer for Midland Wealth Management in Clayton, Missouri. He partners with plan sponsors to support the design, implementation, and oversight of employer-sponsored retirement plans, helping organizations meet their fiduciary responsibilities and support positive participant outcomes.
David brings more than 25 years of experience in institutional account management, retirement plan services, and business development. Prior to joining Midland, he led 401(k) advisory efforts at a regional financial institution and held senior roles at Regions Bank and Commerce Bank, where he worked with corporations, nonprofits, municipalities, and labor unions on retirement plan and investment solutions.
Our team of dedicated professionals are here to support you.