Putting
people first.
Get to know our leadership team
Leadership at the Dayton office is dedicated to doing good for our clients, employees and community.
Having been born and raised in Dayton, I am passionate about the financial security of those in my community. I specialize in holistic planning for physicians, executives, and business owners. My team and I work with our clients to create long-term financial plans that manages wealth, mitigates risk, and saves...
Having been born and raised in Dayton, I am passionate about the financial security of those in my community. I specialize in holistic planning for physicians, executives, and business owners. My team and I work with our clients to create long-term financial plans that manages wealth, mitigates risk, and saves money tax efficiently to see your goals become reality.
Allison Bigley
Director of Operations
Allison is the Director of District Operations at Northwestern Mutual-Dayton, and has been with NM since she began at the Cincinnati office in 2012. In her role, she provides financial and operational support to the office personnel and financial advisors in their mission to make Dayton the most financially secure...
Allison is the Director of District Operations at Northwestern Mutual-Dayton, and has been with NM since she began at the Cincinnati office in 2012. In her role, she provides financial and operational support to the office personnel and financial advisors in their mission to make Dayton the most financially secure region in the nation. She and her family happily reside in Centerville.
I've lived in Dayton for 20 years & started at Northwestern as an intern in 2013 while earning my finance degree at Ohio State University. My wife Heather & live in Downtown Dayton with our son Teddy, dog Charlie, & cat Grace. We look forward to building our goals and family, while I assist you in building y...
I've lived in Dayton for 20 years & started at Northwestern as an intern in 2013 while earning my finance degree at Ohio State University. My wife Heather & live in Downtown Dayton with our son Teddy, dog Charlie, & cat Grace. We look forward to building our goals and family, while I assist you in building yours!
We serve families and businesses seeking financial security. Our financial planning approach is simple; we work to understand client's goals, develop a plan to eliminate risks, optimize cash flow, and grow wealth towards goals, and encourage clients to live their best life. There is no greater impact we can...
We serve families and businesses seeking financial security. Our financial planning approach is simple; we work to understand client's goals, develop a plan to eliminate risks, optimize cash flow, and grow wealth towards goals, and encourage clients to live their best life. There is no greater impact we can have on one's life, then to provide vision and clarity for their future.
In 2016 David began an internship as a financial advisor with Northwestern Mutual where twice he was recognized as one of the nation’s top 20 interns. After a successful internship experience, David joined NM – Dayton as a full-time advisor in 2020 with the purpose of improving lives by clarifying values and...
In 2016 David began an internship as a financial advisor with Northwestern Mutual where twice he was recognized as one of the nation’s top 20 interns. After a successful internship experience, David joined NM – Dayton as a full-time advisor in 2020 with the purpose of improving lives by clarifying values and aligning actions. As a Financial Advisor, David is passionate about building meaningful relationships with his clients all while helping them purse and achieve their most important personal, professional, and charitable goals. Personally, David is an active member in his community and believes strongly in giving back. He serves on the Dayton Foundation’s African American Community Fund - Grants Committee, the local Big Brothers Big Sisters Associate Board, and most recently as a board member with Sunlight Village. David currently resides in downtown Dayton and when he’s not in the office he spends his time exercising, cooking new cuisines, and traveling abroad.