PROVIDING CUSTOMIZED SERVICES

As current relationship manager and aspiring advisor, what David values most about this profession is the connections formed with clients. It is of utmost importance to him to not only set up clients for financial freedom but also have the opportunity to connect with them on a personal basis. In addition, he has a passion for analyzing company financials to try and discover industry leaders.

David started as intern for The Kanner Group in 2022 after graduating from the University of Florida – where he received a BA in Mathematics and dual minored in Business Administration and Actuarial Science. He pitched for UF, one of the nation’s top collegiate baseball programs. He is now expected to graduate with his Master’s in Business Administration with a concentration in Supply Chain Management from Florida Southern College in May of 2023.

Away from the office, David is an avid outdoorsman. He enjoys fishing, hunting, playing golf, and traveling. He also serves as a math tutor to support the younger generations.