Series 7, 66, life/health/variable Annuity licensed. Here to help you with clients that need our services that don’t fit into the fixed/indexed products.
I grew up farming in northwest Minnesota. Had a lot of freedom growing up for places, was driving by 5, running skid steers around the yard and Bronco around the fields. That lead to a life of independence, but also of uncertainty with money. And the bigger the farm business got, the less time I had for life and fun. Grew to severely dislike being cold and discovered that being cold is optional so I moved to Florida and reinvented myself. Through great dissatisfaction can come great change.
15 years in finance now. My career began at Morgan Stanley in wealth management mostly working with people already wealthy so I carried those licenses over here and am growing the wealth management side of my practice as well as building the agency.
We have a very dedicated, genuine, hard working, caring team and I’m proud of the character they each bring to the mix. We primarily speak English, but are growing into bilingual Spanish and bilingual Creole markets now also. Marlon Jimenez speaks Spanish and Wynn Cherubin speaks Creole – and they both know they have me/us/all of us to support them as we grow. We have former military in our team also – currently Tim Nero (SA) and Chad Beutler are former Air Force. They’re also chosen family.
27 licenses, 3 languages and growing. 5-16-26
Please get to know our team – We’re happy to help, they’ll do their best and we’re just getting better. – David
