David Knoch CIMA

David guides the strategic direction and execution of major company initiatives that enable intentional living among a diverse set of stakeholders. David’s purpose is to challenge others to create and lead purposeful lives. David joined the company in 2000 and has served as its president since 2008, cultivating a culture and organizational structure that has been the catalyst for unprecedented adviser retention, strong revenue growth and expansion of the company’s footprint into new business lines.