Investment Advisor Representative, ING Financial Partners
Life and Health Agent, North Carolina, South Carolina, Virginia, Georgia, Tennessee EDUCATION: Graduate Elon College, 1991, Cum Laude Certified Long Term Care, 2003
Pursuing CFP, CLU, CHFC, CPA
EXPERIENCE: ING Financial Partners / Dennis Insurance Group. Working with individuals and organizations in developing and implementing advanced/sophisticated concepts within the realm of insurance and investment solutions.Areas of concentration lie in Retirement and Business Planning.
Paul Revere, 1993 to 1995.Focused on Disability, Life, Qualified Retirement Plans and Health Insurance in Professional Marketplace. Moore & Johnson/Centura Insurance Services 1995 to 2001. Regional Director, worked with high net-worth clients and Trust Department to fund Business Insurance solutions as well as Life Insurance for Trusts. Designed and implemented retirement plans for individuals and businesses. Served as Investment Representative. The Brookbank Agency 2001 to 2006.Purchased from RBC Centura. Founded Benchmark Life Strategies with two other partners in 2004. President of Independent Life & Health Agency.Consult with Banks, Accounting Firms, Trust Companies on Insurance Programs and Investment/Retirement Programs. CLIENT INFORMATION: Over 500 employee benefits clients within Dennis Insurance Group. Over 60 Qualified Plans with $130,000,000+ in assets.
Expert Witness (Cases include Richard Childress Racing vs. United of Omaha)
Contributing Author: "At the Close of Day"
ACTIVITIES: Public Speaking Certified Instructor with North Carolina Department of Insurance COURSES WRITTEN: What Everyone Should Know About Their 401(k) and IRA Wealth Transfer Advanced Insurance Concepts Insurance Concepts for Todays Consumer Financial Questions and Answers Successful Money Management Retirement Issues for Baby Boomers
PERSONAL: David is on the
Board of Directors at Thomasville Medical Center and is the Chairman of the Thomasville Medical Center Foundation. In his spare time he enjoys spending time with his wife two little girls enjoying music & the outdoors.
901 Battleground Avenue, Suite A ♦ Greensboro, North Carolina 27408 Phone: 866.390.1871 or 336.378.1871 ♦ Fax: 336.691.1099
Securities and investment advisory services offered through ING Financial Partners, INC. Member SIPC
Dennis Insurance Group is not a subsidiary of nor controlled by ING Financial Partners