Broker Check

Our Team

David Guensch

Owner

I am a second generation financial adviser and have been in the industry since 1996. Our goal is to always have the client, and only the client, in mind. I hold my Series 7, 63 and 65 along with my life, health and annuity licenses....
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Elizabeth Guensch

Administrative Assistant

Liz has been an administrative assistant for many years and she always addresses the clients’ needs with a friendly voice and a very professional approach.
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Louis Diesel

Administrative Assistant

Louis is an administrative assistant and he always addresses the clients’ needs with a friendly voice and a very professional approach. Louis has his life, health and annuity license.
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