Experience & Background

David joined Baird in 2019 and formed The Burchfield Group. He has over 26 years of experience and previously oversaw ~$1.1 billion in assets at Charles Schwab as a Vice President and Senior Financial Consultant. David has extensive experience providing strategic investment advice and comprehensive wealth management guidance to families, private business owners, and corporate executives. He works closely with clients to engineer successful financial outcomes for the people he serves.

David holds the prestigious Certified Private Wealth Advisor® (CPWA®) designation, which he obtained through Yale School of Management’s Wealth Management Theory & Practice program. In addition, he earned his Certified Investment Management Analyst® (CIMA®) certification administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School at the University of Pennsylvania. 

He also earned his M.S. in finance from the University of Colorado and holds Colorado Life and Health Insurance licenses.

Outside the office

Originally from the Midwest, David resides in Denver with his wife Marta where he has lived since 1998. When not at work, David enjoys spending time with his close-knit family, traveling, golfing, and playing guitar and piano.