About
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
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.