David C. Brinkman CFA, CPA, CFP®

contact [email protected] download vcard

David is a Partner and Senior Wealth Manager in our Columbus, OH office and has worked in the financial services industry since 2006. He predominantly works with high-net-worth individuals and families, and institutions advising on various topics including holistic financial planning, income tax optimization, asset allocation, portfolio construction, and estate planning strategies.

As the leader of business development efforts for the Personal Financial Services group, David and his team are responsible for the creation and distribution of advisor marketing content, client communication, and overall business development efforts.

David’s well-rounded financial education and past experiences as a security analyst, as well as his time as a Big 4 auditor, provide him with a unique set of skills to specialize in working with business owners to develop a comprehensive plan for their business and personal finances.

David lives in Powell, OH with his wife, Holly, and his three children, Scarlett, Olive, and Crosby. When not spending time with his family, he enjoys playing golf.

Education

B.S. - Accounting, The Ohio State University

Professional and Community Involvement

Member - CFA Society of Columbus
Member - American Institute of Certified Public Accountants

Do you have a hobby/personal passion?
I enjoy being with my wife and (3) kids – Scarlett, Olive, and Crosby and I love playing golf.

What was the best advice you’ve ever received?
I received some great advice at the beginning of my career working in Chicago, in a job and field I didn’t love, that has stuck with me. When you are at the beginning of your career, don’t stress yourself out over your long-term career path. It’s easy to compare yourself to peers (are you on the right long-term track, etc.), but recognize for most people as they get into their 30s you do need to determine your path and field of focus. That way by the time you hit your 40’s (what is typically the start of your peak earning’s years), you have a career you enjoy, established connections, and an overall good balance to your professional life. I’ve been fortunate that this advice has played out for me and has provided a good perspective throughout my career thus far.

Who is your role model?
As I’ve grown older, I’ve come to appreciate all the things my parents did for me growing up (i.e. travel soccer teams, vacations and trips, personal finances, etc.) that I didn’t always appreciate or recognize.

What was your childhood dream?
Be like Larry Bird, I was a huge Larry Bird fan growing up playing basketball.

If you could go back in time, what advice would you give your college self?
While I enjoyed college and wouldn’t do anything different, I’d remind myself to enjoy the moment more. I have the rest of my life to work hard.

People would be surprised to know that I…
meditate most mornings.

What is the best or most interesting thing about your career?
I have alphabet soup behind my name in terms of professional designations (CFA, CFP®, CPA), but each designation had a purpose and pushed me to expand, develop, and broaden my financial and accounting skill set.

What was your first job?
Auditor for PWC in Chicago

Do you have a “motto”? (spoken or unspoken)
I’ve stolen it from Cameron Mitchell, a restaurateur from Columbus, “The answer’s yes, what’s the question?”.

When you have an hour of free time, what do you like to do?
I enjoy reading Barron’s Magazine, and in general always trying to learn about new things. I learn a lot from surfing Twitter and the financial commentary on that platform.

Do you have advice for young professionals?
Find something you genuinely enjoy doing, it has made all the difference for me in my career. I truly enjoy helping people achieve their financial goals and I think that comes through in my interactions with clients.

our thoughts on

Risk Advisory/Internal Audit BY Brendan Leech 4.12.2024

The Top Risks Internal Audit Leaders Need to Know for 2024

IT Risk Advisory BY Sean Thomas 4.1.2024

PCI DSS v4.0 is Here…Are You Ready?

The Impact of the Baltimore Key Bridge Disaster on Supply Chain

SEC Adopts Final Climate Disclosure Rules

Tax BY Kirk Mitchell 1.18.2024

Proposed Bipartisan Tax Plan Released – Overview of the Tax Relief for American Families and Workers Act of 2024

featured

big problem:

I’d be happy to discuss your company’s retirement plan. Email me directly here.

big thinking:

A not-for-profit client out of 401(k) compliance.

Shareholder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

see more case studies

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Ask us

Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

[email protected]
p:412.261.3644 f:412.261.4876

Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

[email protected]
p:614.621.4060 f:614.621.4062

Metropolitan Washington

1660 International Drive, Suite 600
McLean, VA 22102

[email protected]
p:571.380.9003

This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.