David has over 30 years of experience in Corporate Financial Planning, Commercial Real Estate Lending, Commercial & Municipal Credit Analysis & Underwriting, Strategic Planning & Corporate Development, Stewardship Planning & NonProfit Financial Consulting. He has advised and funded over $350 million of Christian Ministry based projects, $350 million of Municipal Bond Issues and sold over $200 million of Investment, Insurance and Pension products to high net worth individuals and corporate clients.
Before launching CorEquity Capital Strategies, David was the Vice-President of Faith Based Lending and Underwriting for the Church Mortgage Acceptance Corporation (CMAC). Prior to CMAC, David served as a Ministry Development Officer for the Evangelical Christian Credit Union. He has also served as an Associate Director of Planned Giving for the Salvation Army, Director of Financial Planning and Chief Financial Officer for several ministries with annual revenue exceeding $5 million dollars.
He has a BS Degree in Investment Finance from Franklin University in Columbus, Ohio and has earned Series 6, 7 and 63 Securities Licenses as well as Ohio Life and Health Insurance Licenses. He is also a licensed real estate agent in the state of Arizona.