After 30 years of educating, coaching and mentoring others to become financial services professionals, I have chosen to go into private practice providing one-on-one consultation to clients. What you will get is a passionate, professional advisor with expertise providing value added advice regarding risk management through insurance-based products, strategic business planning, and financial planning focused around wealth accumulation and lifetime income distribution planning. I look forward to being able to service in an industry of which I have such an immense passion! Together we explore! By guiding, not telling, together we establish a sound financial plan focused on today with a vision for tomorrow!

Futurity First Compass

Talk with David

At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.

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