Serving Key Persons and Self Employed Professionals

As a financial professional and active member of my community, I am dedicated to serving Key Persons and Self Employed Professionals build their financial futures.  My education, experience, and professional affiliations have fostered my practical approach to offering financial services and advice to my clients.

Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives.  Working together, we’ll formulate a strategy to help you achieve your goals; then I’ll recommend the appropriate products and services to help you execute your strategy.

Please, take a few moments and browse my site.  If I may be of assistance in answering any of your questions, please don't hesitate to contact me either by phone or email.  Thanks again for stopping by.

David Theus