DAVID LAU

ASSOCIATE WEALTH MANAGER

David joined the financial services industry in 2024 after spending roughly ten years working as a data scientist and studying statistics. He earned both his bachelor’s and master’s degrees in Statistics from Miami University, where he developed a strong analytical foundation and a data-driven approach to problem solving. His background allows him to bring a thoughtful, detail-oriented perspective to financial planning and analysis.

At Hicks & Mann, David works on the wealth management side of the practice, where his responsibilities include account operations and supporting client review meetings. He is actively studying financial markets and the broader industry as he works toward becoming a financial advisor. In addition, David contributes to the firm’s tax practice by assisting with the preparation of individual and business tax returns, allowing him to gain well-rounded experience across both wealth management and tax planning.

David lives in Fairfield, Ohio with his wife, Kelsey. Outside of work, they enjoy spending their free time with friends and family.

Education

Bachelor of Science in Statistics from Miami University
Master of Science in Statistics from Miami University

Certifications/Licenses

SIE, Series 7, Series 66
IRS Enrolled Agent