David is a founding partner of Wealth Guard Financial and has been with AXA Advisors, which became Equitable Advisors in January of 2020, since 2010. David received a Bachelor of Arts degree from Baldwin Wallace College and a Master's of Education from Kent State University. He holds his series 7 & 66 as well as his life, health and variable insurance licenses.
David specializes in providing wealth management services and retirement planning through 403(b) plans available to teachers in the K-12 market as well as professors and employees in higher education.
David lives in Strongsville with his wife Nikki and their daughters Camryn and Kendall.
Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Wealth Guard Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.
Our partners saw a need for more holistic planning with clients and decided to create Wealth Guard Financial to meet all your needs.
There’s no replacement for knowledge and experience. Although we have the experience we are constantly bettering our breath of advice through continuing education and designation acquisition.
We are proud of this number, but what is more important is the relationships we have with our long term clients and the service model we have built around them.