David Koch, AIF®
Vice President Investment Services and Private Wealth Manager
David provides his clients with over 25 years of experience in the financial services industry. David is a fully licensed Financial Advisor who has obtained the FINRA series 7, 63, and 65 securities licenses. His area of focus includes wealth accumulation, advanced income planning and retirement planning. David also holds the Accredited Investment Fiduciary (AIF®) designation. As an AIF®, David works extensively with individuals and business owners with their best interest always coming first. He has also completed the Investment Consultant Programs at the University of Chicago and has been named Senior Investment Consultant.
In his free time, David enjoys being outdoors and spending time with his wife, Candice, and four children, Payton, Cameryn, Kye and Rylen, and new granddaughter Gemma.