David came from humble beginnings and has a passion for serving the needs of the retired and those near retirement. Through family members he witnessed first hand the devastation that a loss of income can mean to a surviving spouse, and the difficulties associated with loss due to excessive risk, taxes and fees during retirement. He began his financial services career in the late 1980s, and in 1990 began to pursue his goal of helping retirees protect their life savings. David has been helping Ohio residents on their retirement journey ever since.
David has published multiple books on financial and retirement planning, and is a member of Ed Slott’s Master Elite IRA Advisory Group. The Ed Slott Master Elite Advisor designation is exclusive to group of 300 financial professionals in the industry who have dedicated themselves to be leaders in the IRA industry, they are trained by Ed Slott, CPA, America’s IRA Expert. To request a complimentary copy of David's latest book "Income Allocation" Click here.
David is a lifelong resident of Sidney, Ohio, and is married to his high school sweetheart, Mitzi. Together they have three children, Aubrey, Abigail and Brady, and one grandchild, Leia. His oldest daughter works for the family business and his son is planning to join the firm in the fall of 2014 after attending Mount Union University and studying finance and marketing.
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