Financial Planner Special Care Planner Investment Advisor Representative
Office Locations: Indianapolis IN, Merrillville IN
“Our relationships transcend a commitment to provide our best advice and counsel. It’s important for us to guide our clients through the entire process to create and realize their unique Success Stories.”
Why clients choose to work with Dave:
I work with group and individual clients to create plans that elevate their expectations and education regarding personal finance. Together, we work to identify and create a plan reflective of their needs as highly-educated professionals, whether they choose to be as self-directed as possible, or whether they enter the process completely open to continued guidance and direction.
Secrets to his Success
I continually educate myself, both formally, through pursuit of professional certifications, and informally by reading industry journals and keeping abreast of the financial world around us.
More Information about David
Licenses & Certifications
Special Care Planner
CFP®, MBA, CASL®, RICP®