David J. Bross

David takes an empathetic approach to estate planning, recognizing that clients often find it a difficult or uncomfortable topic. He strives to make the process as seamless as possible and works closely with his clients to get to know their family members, their wishes, and their complete financial picture. Because every client is unique, estate planning is continually offering new challenges, and David enjoys creating innovative and actionable solutions for families. After working in private practice and then as a trust advisor in a financial planning practice, David was drawn to Truepoint because of the firm’s unwavering commitment to its clients, which he believes is unique to the industry. What’s more, David is a certified specialist in estate planning, trust, and probate law, licensed by the Ohio State Bar Association, and one of fewer than 200 individuals to hold this designation.