David G Urban, CFP®, CLU®, CASL®

Wealth Management Advisor


If your life is like mine, it never stands still. It evolves, changes direction, jumps to the highest highs and falls to the lowest lows. Making sure a program of financial security is in place over the course of a lifetime means it is essential the plan is monitored and adjusted to adapt to your changing needs. In planning for the future, each decision we make will have a significant impact on your financial health.



Choosing to work with me means you will benefit from a financial professional, and be provided high quality risk management and investment solutions.

Long-term financial security and preservation of wealth doesn’t happen by chance. Building a lasting legacy takes more than simply accumulating a large portfolio. It requires solutions that remain flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while still protecting them after you are unable to do so.

Together we’ll identify your most important goals and dreams, and build a financial plan to help you achieve them. Because life is unpredictable, we’ll monitor your progress on a regular basis to ensure your plan does not stagnate as your needs and the situation around you changes.



To enthusiastically search for individuals, families and business which have financial security as a priority, to listen to and understand their life’s vision, formulate flexible living plans to support that vision, and provide personalized responsive service.

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