David A. Heller joined Sanders Smith after spending twelve years with Lenox Advisors, a leading financial planning firm. He shares a vision the current founders - striving to give independent guidance and financial advice to his clients.
He works collaboratively with high net worth clients in the areas of comprehensive wealth management strategies. These include asset management, insurance and estate planning.
He graduated from The Ohio State University, and holds a FINRA Series 7 and 63.
In his spare time, he enjoys spending time with his wife and two children, shooting hoops in his driveway, being a DIY'er around the house, and "most importantly" watching his Ohio State Buckeyes play every Saturday in the Fall.