David has more than 25 years of experience in the financial services industry. After earning his degree in Accounting from Millikin University, he went on to work in the public accounting field to begin his career. After several years in public accounting, David felt a calling to begin offering comprehensive professional financial planning and wealth management to clients, along with the existing traditional accounting and tax services. It was from this vision that Coonrod Financial Group was born in 1997, to be a comprehensive financial practice.
David’s philosophy for his practice is to provide clients with not only tax or investment advice, but to look at each individual situation from multiple angles of expertise in order to develop a more holistic approach to his clients’ financial needs and goals. He has spent the last 20 years building his practice with the objective of providing his clients with a high level of service and satisfaction. He can be heard saying frequently around the office, “Our clients are like family.” It is that family approach which not only helped the company grow, but also keeps us grounded and vested in our clients’ experience here.
David is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants, as well as being actively involved in the community, serving in several organizations and on multiple boards. He is also actively involved with his church. David is married to Gina, who a music teacher in the Chatham School District, and together they have three children who continue to keep them busy. In his spare time, you might also find David playing in one of his bands, After Sunset or The Collective, on the weekends and pretending to be a rock star.
David is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.