13105 NW Freeway, Ste. 1250,
Over the last 25+ years, David served in many diverse executive roles in the public and private sectors of the financial services industry. David and his partner and wife Kate serve their clients along with their team of insurance...
With over 20 years of experience in the Insurance and Financial Services Industry, Kate has established herself as a leader amongst wealth management advisors. Kate currently leads growth and development of financial representatives at...
VP - Compliance & Opperations
Managing Director, Author, Financial Advisor