Roger J. David
Senior Financial Professional
Throughout his 26-year career, Roger has been dedicated to helping clients manage their unique financial lives. He is committed to developing a comprehensive, written financial plan for each client; his client service model provides relevant education, consistent and timely communication, and scheduled face-to-face review meetings. Roger also oversees the firm’s technology platforms, security, and financial planning operations; develops client education; and leads the firm's marketing activities and operations. He researches and organizes economic and market data for the firm and our clients. Roger is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.