David is a highly seasoned financial professional with a 23-year track record in the financial services industry. Thriving on the opportunities and unique challenges inherent in working with diverse clients, David is more than just about numbers – he’s dedicated to building lasting relationships with every client. His passion for providing top notch advice is reflected in his expertise, which spans from investment and retirement income planning to Social Security maximization, estate planning, and tax mitigation.
Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and BAM Advisor Group are unaffiliated entities. This presentation is strictly informational. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented. Event(s) not sponsored nor endorsed by Simms Steakhouse. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Simms Steakhouse and its employees.