The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
David has developed and served a national client base spread across a wide range of industries. He passionately and energetically focuses on the constant challenges of identifying, understanding, and addressing the needs – including the future needs – of his clients and colleagues. One of his greatest strengths is a unique ability to communicate oft-complicated insurance concepts and terms with clarity for the lay businessperson.
Risk Management Expertise and Background:
With his 30+ years of professional experience in all areas of risk management, business insurance, employee benefits and consulting, David’s specialty is listening to his clients and those with questions so that he may examine, consider and fully comprehend their distinct situation. Then, David and his Team creatively develops the risk management plans that will meet or exceed their business objectives.
Throughout his career, which includes being recognized (from among over 30,000 peers) annually as a “Best Practices” agent 2015-2020 (Independent Agents of America) and as one of the Insurance Business America’s “Hot 100” both in 2018 and 2020, David has emphasized critical and anticipatory thinking about “What’s next?”. He has long-specialized in avant guard designs and placements of Cyber Security, Event Risk / Cancellation, Real Estate and Private Equity risk management and insurance programming.
Community & Business Leadership:
Member of Private Directors’ Association
Vice President of Makon Solel Lakeside Congregation
Director, The Magnificent Mile Association
Director, CJE Board
Volun-Teacher, Honors Business Entrepreneurship, Highland Park High School
Fundraising Committee Co-Chair, Raven Theater Chicago
Member, The Insurance & Risk Management Roundtable
University of Michigan, Ann Arbor, B.A. Honors, 1984
Chartered Property & Casualty Underwriter (CPCU)
International Council of Shopping Centers, Contributing Editor