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17
years in the industry
Certifications
CERTIFIED FINANCIAL PLANNER®
Series 7 Securities Registration
Series 66 Securities Registration
State Insurance License
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Education
Finance, Bachelor of Science, Ohio State University
My
Story
Joining Ascend Advisory Group in 2010, David began his career at the height of the Great Recession in 2008 with no clients and a determination to build something lasting. Through persistence and a client-first mindset, he has since built an independent practice overseeing $310 million in assets under management, serving households across 34 states (as of 10/20/2025). At Ascend, David values the strength and depth of the team, yet he also takes pride in being a business owner who maintains full ownership of his client relationships. This structure allows him to combine the resources of a collaborative practice with the independence and accountability of an owner-advisor, so that clients can gain advice grounded in long-term commitment. While David and his team serve a wide range of business owners, entrepreneurs, and high-net-worth individuals, much of his practice remains rooted in helping manufacturing and telecommunication retirees as well as everyday families navigate life’s financial transitions. He believes that every successful relationship is built on mutual trust, simplicity, and a relentless commitment to personalized service. David and his team proactively engage clients through one-on-one meetings, using each conversation as an opportunity to help them stay focused on their goals and confident in their investment plan.
Awards:
2025-2019
Forbes Best-In-State
Wealth Advisors​
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2025-2019
Forbes Top Next-Gen
Wealth Advisors
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2025-2019 Forbes Best-In-State Wealth Advisors – David Thompson, Financial Advisor; 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures.
2025-2021 Forbes Top Next-Gen Wealth Advisors Best-In-State – David Thompson, Financial Advisor: Awarded August 2025, 2024, 2023, 2022, September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25, 3/31/23– 3/31/24, 3/31/22 – 3/31/22, 3/31/20 - 3/31/21(Source: Forbes.com).. View Award Disclosures.
Some recognition to mention.
Family
When he’s not working with clients, David’s happiest moments are spent with his wife, Natalie, and their two boys, William and Louis. You’ll often find them outside — at a park, by the pool, or just finding ways to stay active together.
David’s a lifelong hockey fan and still finds time to hit the ice when he can. His family are proud members and volunteers at Crossroads Church, where they enjoy being part of a community that shares their values and focus on service.
For David, time with family is a reminder of why he does what he does — building a life that’s centered on faith, gratitude, and the people who matter most.
Connect with Ascend
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