Vice President - Retirement Plan Consultant
Avon Lake, OH
David is a retirement plan consultant who works with small business owners to assess their current plans and build better ones. He specializes in reducing taxes and building wealth for business owners while also helping them provide an excellent benefit to their employees.
David has more than 20 years of experience in financial services. Before joining Fisher Investments 401(k) Solutions, he worked with Merrill Lynch, Trinity Pension Consultants, Paychex, and ADP.
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