David’s experience in the financial services industry spans over two decades, with a primary focus in life insurance, long term care, disability income and the fixed annuity marketplace. He understands the difficulties that advisors face when trying to provide solutions to their clients’ insurance needs. It is his goal to help our advisors to meet their client objectives and provide guidance and support.
David has extensive experience in case design, recruiting, training, and has a proven track record of helping producers by recognizing opportunities where life insurance and the fixed product portfolio meet specific client needs.
Licenses: Series 6, 63, and Indiana State Life, Health, & LTC
Education: BS, Finance, Ball State University
Get to Know David!
Do you have any skills or talents that most people don’t know about?
If you could be anywhere right this minute, where would you be?
“Teeing up a golf ball on hole #11 at Augusta National.”
How do you want people to remember you?
“As someone that always tried to do the right thing and lift up others around me.”