David’s responsibilities as Senior Trust Officer are diverse.  When Washington Trust Bank serves as Trustee or Investment Manager on a relationship centered in the Southern Idaho Region, David serves as the primary Relationship Manager.

 David’s professional and educational backgrounds are also diverse.  He is an Attorney, and holds the designations of Certified Financial Planner (CFP) and Certified Trust & Financial Advisor (CTFA).  David has also previously managed individual stock, bond and mutual fund portfolios, and is a Member of the CFA Institute.  He relies on this diverse background to counsel clients and to help them attain their goals, including estate planning, retirement, investment and general financial planning goals.  David works in close coordination with clients’ legal, tax and insurance advisors to ensure that clients receive the best advice possible.

David is a past President of the Treasure Valley Estate Planning Council, a member of the Boise Estate Planning Council, and a member of the CFA Society of Idaho.  He is also a member of the Alaska Bar Association and Kansas Bar Association.