David is a Director of Trust Services in First National Bank's Wealth Management Group. His responsibilities include administration of trust, estates, conservatorships, agencies, and investment management accounts, with prior responsibilities for trust tax reporting and retirement plan administration. His client segment includes high net worth individuals who require investment and trust services.
David has more than 24 years of experience in estate and trust administration – all with First National Bank. He holds a Bachelor of Science in Business Administration in Accounting from the University of Nebraska at Lincoln, JD Degree from the University of Nebraska College of Law, as well as his CPA certificate.
David is an active member in a number of professional organizations including the Nebraska State Bar Association, Lincoln Bar Association and the Omaha Estate Planning Council.
David enjoys volunteering in the Lincoln community, especially with hands-on opportunities like Habitat for Humanity. He is an avid runner and biker, and enjoys spending time with his three children.
This job allows me to be part of a solution that allows families to live the life they’ve hoped for.