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David Wasson has been in the financial advisory
industry for over 25 years. Over this time he has
provided valuable financial services and education to
thousands of families, individuals and industry
professionals.
David’s genuine concern for his
client’s financial well being enables him to assist with
the current and future needs of his clients while
building long-lasting, meaningful relationships with
them.
David specializes in the areas of
retirement and estate planning for both individuals and
families. His primary goal is to continually improve his
client’s financial position while protecting their
assets. He accomplishes these goals through a blend of
financial services that are tailored to their specific
financial needs.
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