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David joined TruStageTM in 2023 with 16 years of financial industry experience. He has served with firms like Brighthouse, Lincoln and AIG while leading the Annuities department at Primerica for eight years. As National Sales Director of Life Insurance, he grew financial professional premiums by over 20% in four years. He holds a bachelor of business degree from the University of Phoenix and is currently working on his BFA designation.
David and his wife, Erika, have two children. He serves the community by doing non-profit work focused on helping single fathers. A golf enthusiast, he spends his leisure time on the course and also likes watching football. When time permits, David enjoys woodworking and refurbishing antique furniture.
When working with financial professionals, David likes to keep things simple: Be there when you need him, come with ideas and be a valuable partner in the pursuit of servicing clients. He is a resource for advanced annuity planning concepts and client behavior. His goal is to fill your calendar with opportunities to close business and help more clients.
- Securities Registered with FINRA®
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Holds Series 6, 26 and 63 Registrations
Kimberly joined TruStage™ in 2018. She obtained a bachelor’s degree in Business Administration with an emphasis in Corporate Finance from Upper Iowa University and is currently working towards her master’s in that same program.
Outside of schoolwork, she enjoys working in the garden, golfing, reading and going for walks with her dog. Kimberly and her husband also enjoy attending Iowa Hawkeye sporting events and spending time with family.
Her strength when working with advisors is being thorough, dependable, proactive and affable. With her experience, she can provide unique perspectives to help with marketing ideas.
- Securities Registered with FINRA®
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