David has been a Financial Advisor at Baird (formerly Hilliard Lyons) since 2013. He joined The John L Schutz Team in 2019 forming The Schutz Perigo Group of Baird. David helps clients build, protect, and eventually transfer wealth by providing guidance in areas such as investment management, financial planning, retirement income planning, estate planning, Social Security optimization strategies, and insurance. He handles most of the financial planning activities for The Schutz Perigo Group.
Like John, David also believes deeply in the value of education, and has been teaching educational workshops around the tri-state area since 2014. He has been helping John teach Passport to Retirement and Social Security classes through the University of Southern Indiana’s Lifelong Learning Program since 2019.
Prior to joining Baird, David worked as an Analyst for Bank of America Merrill Lynch’s Investment Banking Group in Chicago. He is a graduate of Indiana University’s Kelley School of Business with bachelor’s degrees in both Finance and Accounting.
He currently holds the Series 7, Series 66, and Series 79 securities licenses and is a Registered Investment Advisor Representative. He also holds Life, Health, Disability, and Long-Term Care Insurance licenses.
David serves on the Board of Directors for SWIRCA & More, is a past member of the Board of Directors for Vanderburgh County Farm Bureau, and supports numerous other local charities and organizations via committees and volunteering. In addition to spending time with his family and friends, David enjoys traveling, playing golf, and supporting both IU and USI athletics.