About
I want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. I strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team

David C. Green, AAMS
Financial AdvisorFirst Vice President - Investments
Away from the office, I also enjoy various sports, coaching, hunting, and the open space of living on a farm. I reside locally with my lovely and talented wife Megan, and our two children, son Cortland and daughter Quinn.
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