Dave
entered the financial services business in 1972
after receiving a BBA with a degree in finance
from The University of Toledo.
He
is a financial representative with Brennan Financial
Group, LTD, an agency of New England Life Insurance
Company and is a registered representative with New
England Securities, Boston, MA.Dave has earned the
Chartered Life Underwriter (CLU®) and Chartered
Financial Consultant (ChFC®) designations from
The American College.
As
a financial representative, Dave assists individuals
and business owners in developing strategies to help
attain their financial goals and objectives.
Dave
is on the Board of Directors of the Society of Financial
Service Professionals and is a member of the National
Association of Insurance and Financial Advisors.
I will work with you and your tax
and legal advisors to help you select the most appropriate
product solutions to suit your needs and circumstances.
CD200603131 5/31/2008
