Meet Roger David
From Loss to Lifelong Purpose
Roger David’s journey into financial services began not with spreadsheets or market strategies, but with the sudden passing of his father during college. At just 21, Roger found himself navigating the complexities of estate settlement, tax questions, and financial uncertainty. The one person who stepped up? Rob Rinvelt—a family friend and advisor who helped Roger’s family through it all.
That experience changed the course of Roger’s life. What started as personal loss became lifelong purpose. Today, as co-founder of Rinvelt & David, Roger brings that same clarity, steadiness, and personal care to every client relationship. He’s a planner by trade, but an advocate at heart—someone who never forgets what it feels like to be on the other side of the table.
“They called their family, they called their priest—and then they called us. We’re the third call. That’s when I knew this work meant everything.”
Meet Jacob Rinvelt, CFP®
A Legacy of Care, A Future of Clarity
Jacob Rinvelt grew up around the heart of this firm. As Rob Rinvelt’s son and Roger David’s godson, Jake had a front-row seat to what it meant to truly serve clients. He watched two mentors lead with care, depth, and accountability—and eventually realized that this wasn’t just a career path. It was a calling.
Now a CERTIFIED FINANCIAL PLANNER™ professional with nearly a decade of experience, Jake combines next-generation planning tools with a client-first mindset. His role at Rinvelt & David represents both continuity and innovation—ensuring that every financial plan is both personally tailored and technically sound. For Jake, advocacy means taking care of every detail, showing up consistently, and helping clients feel completely supported at every step of their financial journey.
