About Us
We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Meet Our Team
David Croutch
Branch Manager
First Vice President - Investment Officer
For over three decades, I've served as a trusted advisor to families, individuals, and business owners throughout the US. A Northeast Ohio native, I graduated from Baldwin Wallace College with a BA in Business and Economics. Furthering my industry knowledge, I obtained an executive certificate from the Wharton School of Business at The University of Pennsylvania's Securities Industry Institute in 1997.
As a Financial Advisor, I help my clients accumulate, grow, manage, and distribute wealth with a keen emphasis on tax efficiency. Through a hands-on approach and consistent communication, my team and I strive deliver clear, personalized advice rooted in integrity that aims to guide clients toward financial success and enriching lives.
As a lifelong area resident, I enjoy being active in the community. I am a member of St. Christine’s Parish in Youngstown, OH and an alumnus of Leadership Mahoning Valley, where I currently serve on the board. Previously, I’ve held board positions with The Optimist Club, Youngstown Visiting Nurses Association, Lake Milton Boat Club, and Boardman Gridiron Club.
Outside of work, I enjoy boating, golfing, sports, and cherishing moments with friends and family. I've been blessed with 35 years of marriage to my wife Cari, and together, we have two wonderful adult children, Evan and Emilee, our son-in-law Zach Machuga, and our dog Toby.
- CA Insurance License Number: 4279501. Resident State: OH
As a Financial Advisor, I help my clients accumulate, grow, manage, and distribute wealth with a keen emphasis on tax efficiency. Through a hands-on approach and consistent communication, my team and I strive deliver clear, personalized advice rooted in integrity that aims to guide clients toward financial success and enriching lives.
As a lifelong area resident, I enjoy being active in the community. I am a member of St. Christine’s Parish in Youngstown, OH and an alumnus of Leadership Mahoning Valley, where I currently serve on the board. Previously, I’ve held board positions with The Optimist Club, Youngstown Visiting Nurses Association, Lake Milton Boat Club, and Boardman Gridiron Club.
Outside of work, I enjoy boating, golfing, sports, and cherishing moments with friends and family. I've been blessed with 35 years of marriage to my wife Cari, and together, we have two wonderful adult children, Evan and Emilee, our son-in-law Zach Machuga, and our dog Toby.
- CA Insurance License Number: 4279501. Resident State: OH
