David Lindley

David joined Oakwell Private Wealth Management in 2025, bringing with him more than 20 years of experience in the financial services industry. He earned his undergraduate degree in Economics from Albion College, a small liberal arts school in Michigan, and later completed his MBA at Northwestern University. David brings deep expertise and a thoughtful, client-focused approach to his work.

 

After graduating from college, David moved to Chicago, where he spent 15 years working at JPMorgan and Northern Trust. During his time there, he enjoyed exploring the city’s restaurants, playing beach volleyball (yes, beach volleyball in Chicago!), and frequently visiting its many museums.

 

David eventually returned to Michigan to raise his family. Outside of work, he enjoys spending time with his family, golfing, exploring the outdoors, and making frequent visits back to Chicago.