Roger J. David
Managing Partner | Senior Financial Professional
Born and raised in Grand Rapids, MI, Roger is passionate about making a difference in the lives of those around him. His mission remains the same, even after nearly three decades in the financial services industry: to serve as a financial advocate and share in both the joyful experiences and provide reassurance in the challenging times of life. Roger attributes the success of the firm to their unmatched personal service and dedication to authentic relationships.
Roger joined the practice in 1995. In his role as the senior financial professional, Roger leads the operations and overall trajectory of the firm, preserving a culture focused on advice and direction rather than transactions.
Roger is a devoted husband to his wife of more than 30 years and an involved father who enjoys attending his youngest daughter’s tennis tournaments. He is an avid supporter of the University of Michigan athletics, especially the football program.