David began his career in the insurance and financial services industry in 1987. Humble beginnings and the experience of witnessing the financial issues of family members led him to develop a passion for serving the needs of the retired and those near retirement. In 1990, David began to pursue a goal of helping retirees protect their life savings. He opened his own practice, Tradewinds Financial Group, in 2002 and quickly became a multi-million dollar producer.
Known by many financial professionals as “The Professor,” David excels at making complex topics easier to understand. Combine that gift with his passion to share his knowledge with anyone willing to listen, and “The Professor” moniker makes perfect sense. He has spent years developing his own processes and systems that have helped increase his own production, and he now shares his experience with GamePlan producers. In 2006, David became a co-founder of 3-Mentors, developing step-by-step, duplicable processes for producers to help them increase production, like the Annuity MRI process. He also developed a software program designed to help producers explain the long-term benefits of insurance products as part of a retirement strategy. The author of multiple books on financial and retirement planning, David’s latest book, Income Allocation, is available exclusively to GamePlan producers and has a complete seminar platform available to go along with it. David holds a Series 65 securities registration.
David is a lifelong resident of Sidney, Ohio, and is married to his high school sweetheart, Mitzi. Together they have three children and three grandchildren. His oldest daughter works for the family business and his son is planning to join the firm after he finishes his degree at Wright State University.
Investment advisory services are offered through PCM Advisory, LLC dba Precision Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.