• David Geske, CFP®

    Financial Advisor


As a wealth manager/investment adviser representative, I strategize with private families on the best way to build/preserve their wealth and generate predictable cash flow throughout the retirement years. I also work with CFOs, Controllers, Investment Committees and Human Resources teams to provide service for 401(k) plans with group assets of $1m -$50m.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.