David Lee Cobb ChFC®, CLU®, RFC®, LIC®, LUTCF®, CLTC®

Founder | President

David has been consulting and advising since 1990. He earned his Bachelor of Business Administration (BBA) with an emphasis on Accounting and Finance from Western Michigan University.

David helps his clients protect their incomes, lifestyles, and assets through prudent and careful planning. Whether he is helping his clients achieve their retirement savings goal or apply for an annuity, David serves his clients with utmost care.

In his spare time, David enjoys collecting wine, spending time with friends and family, and staying active. This year, he picked up playing pickle ball regularly.