David specializes in retirement income planning pursuant to a financial planning approach. He has extensive experience in workplace education; helping organizations and employees prepare to grow, project, and enjoy their retirement. One of David’s greatest passions is to see his clients achieve their goals whether it be through retirement planning, saving for college education, charitable bequests, or leaving a legacy. Coaching clients is a large part of a life well lived for both his clients and himself.

David has been in the industry for over 20 years. He currently holds his series 6, 7, and 65, has a RICP designation, as well as his life and health licenses.

David is married to Erin Dilley Esquire and together they have two boys Colin and Cameron. He enjoys outdoor activities in western and northern Michigan such as mountain biking, snowboarding, cross country skiing, camping, fishing, and cheering on his sons’ at their soccer games.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

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