• David Strutzel, , CFP®

    Managing Director
    Senior Vice President, Investments


David J. Strutzel, Managing Director, Senior Vice President, Investments and CERTIFIED FINANCIAL PLANNERprofessional, has worked in the financial services industry since 1990.

Dave completed his undergraduate and graduate work at DePaul University in Chicago. Before entering the financial services industry, he owned two businesses for ten years and later held a management position at one of the largest 500 companies in the United States. 

Dave plays an active role in the community, serving as President, Board of Directors of Woodhaven Lakes Association and as past president of both the Bartlett Rotary Club, where he is still an active member, and Business Success Network. He was also elected 4 times to serve as Treasurer of the Bloomingdale Public Library. 

Dave focuses on assisting clients with pension funds, retirement plans, estate planning, and charitable gifting. Clients benefit from his expertise, and readily understand the value of early planning and careful financial preparation. Dave also works closely with his clients to find ways to help reduce their tax liability.

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.