David joined Badgley Phelps in 2024 as a Wealth Advisor, collaborating with the firm’s Strategic Partners. He will work closely with our wealth managers to onboard new clients and develop the firm’s Centers of Influence (COIs). With over 20 years of industry experience, David is dedicated to helping clients achieve their financial goals.

“One should never fear failure as it provides the building blocks for your next accomplishment.”

David began his career at a local Seattle municipal bond firm on their trading desk, then transitioned to a business development role at another local mutual fund company. He later joined Aston Asset Management (AMG) in Chicago as a Managing Director for business development, where he represented various investment strategies managed by boutique money managers across seven states for over 15 years. Following Aston's acquisition and a brief hiatus, David worked at Piedmont Capital, a national third-party marketing firm, and later at DA Davidson’s Wealth Management Group.

Before joining Badgley Phelps, David served as Vice President and Regional Director at Fred Alger & Company in New York, NY, where he represented their proprietary growth strategies to financial advisors.

A native of Washington, David is a husband and father who enjoys traveling, DIY projects, and spending quality time with his family. Outside of the office, you can find him exploring local wineries, working on his next project, or tracking his progress towards earning his Million Miler Card.

EDUCATION

• Bachelor of Arts Business Administration, Washington State University, Pullman, WA