With more than a decade of experience as an insurance advisor and investment advisor representative, David is a true educator, offering his clients a partnership as he guides them through each step of the retirement-income planning process. He is a licensed insurance agent in Nebraska, Iowa, South Dakota, Kansas, Missouri, Ohio, South Carolina and New York.

The backbone and foundation to David’s life is deeply rooted in his old school thinking. He has a college degree in education and uses it everyday to help individuals create an efficient plan in all areas of retirement. As a former college baseball player and Coach, David understands what it takes to be successful and the steps necessary in reaching each person’s specific goals and needs.

Married to his wife Theresa since 2012, the couple share a blended family with four children, Andrew, Hannah, Ayden and Alexa. Apart from his time with his family, David continues his love for sports and is a 30 year veteran of officiating both Baseball and Basketball.