David B. Barnett, CRC®, LUTCF
Director of Financial Services
There are many reasons to work with a Financial Advisor. A few include your children, your career, your hobbies, your friends, your extended family, your vacation plans, your retirement plans and, to put it more simply, your life. David helps clients achieve the outcomes most important to them by clarifying their roles, values, goals and expectations in writing, so communication is clear and a comprehensive plan can be tailored to fit their situation. With over 25+ years of financial planning experience, he is an Investment Adviser Representative with series 6,7,26, 63 and 66 securities licenses. David is also fully licensed in personal risk management/insurance (life, disability, health, auto and home). David's focus on communication and holistic planning balances security with growth and purpose to create more certainty for clients and their families. When David is not working, he enjoys spending time with his family, playing golf, swimming and going on bike rides
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Insurance services offered through an Avantax affiliated insurance agency