David serves as Managing Director at Adams Wealth Advisors, where he works closely with clients while helping lead the firm’s wealth management and investment strategy efforts. He plays a key role in supporting and mentoring the advisory team, ensuring a consistent, thoughtful approach to client relationships and financial planning across the firm.
David is deeply client-focused and steps in wherever needed to support both clients and advisors, bringing clarity to complex financial decisions and helping guide clients through changing market environments.
He joined the firm in 2022 after a 25-year career at Charles Schwab, where he held several leadership roles, including Senior Portfolio Manager and Head of Market Analysis. He also chaired the Investment Committee for Schwab Managed Portfolios™ – ETFs, where he was responsible for market and economic research, tactical asset allocation, ETF selection, and investment risk management.
Earlier in his career, David worked in banking and traded commodity and financial futures on the Kansas City Board of Trade. He holds a bachelor’s degree in Economics from the University of Kansas and is a CFA Charterholder.
David is known for his ability to simplify complex market concepts and translate them into clear, actionable guidance, helping clients feel confident in their financial decisions.
Outside of work, David enjoys mountain biking, skiing, and spending time with his wife, children, and grandchildren.