David Zook*

Senior Partner
Financial Advisor

David is a Financial Advisor and has been helping clients build wealth and achieve their financial goals since 2008. Upon graduating from St Mary's College, he began a career in the Financial Planning Industry.  His clientele consist of individuals, families, and business owners.

David's special interests are in helping his clients with the planning of Wealth Accumulation, Retirement Distribution, Asset Protection, Income Protection, Employee Benefits and College Education.