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David began his career in the Financial Services Industry in 1993. His background includes assisting in the start up of a large Financial Services Firm. He managed and trained other Advisors in Financial Planning/Life Insurance. David specializes in Retirement Plans, as well as, Personal Financial Planning.

David currently holds FINRA Series 63, 7 and 24, as well as, Life, Health and Property & Casualty Insurance Licenses. He also holds the ChFC and CLU certifications.

David received an MBA from Northwood University. In his spare time, he enjoys spending time with his wife Kelly, and daughters Chloe and Natalie. David also enjoys running, biking and being outdoors.

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.

Cambridge’s Form CRS (Customer Relationship Summary)

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