David joined our team in 2014 and is providing sales assistance to Randy Koenes. David does case preparation for client portfolios and assists in research for their financial planning needs. He has completed the requirements for the Series 7 and Series 65 registrations, which are held through LPL Financial. David has also completed the qualifications for his Life, Health and Annuity licenses. David has a degree in Air Traffic Control and is continuing his education for a business degree at Ferris State University.