David is an experienced financial advisor who works to help individual investors realize their retirement goals, with an emphasis on the unique needs of small-business owners and self-employed professionals. He currently advises group retirement plans for a variety of small companies in Indiana, Illinois, Michigan and California (CA Insurance License #0M85048), routinely traveling to meet with his clients.
David has earned FINRA Series 6, 7, 63 and 65 registrations, along with licenses for life and health insurance. He earned a bachelor’s degree from Portland State University and an MBA from the University of La Verne.
David came to Airey Financial Group in 2015 after a long career in media, once serving as editor of a small daily newspaper in Southern California. He lives in the Miller Beach neighborhood of Gary with his wife, Lori, and Labrador Retriever, Aspen. He enjoys keeping abreast of financial markets, reading about investment philosophy and walks along the beaches and dunes surrounding Lake Michigan.