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Dave Herbert

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Dave Herbert

President Sales & Marketing

Dave spent the first 25 years of his professional career in the field of education, where he taught, coached, and advised individuals and groups in a variety of subjects and life lessons. He then transitioned into finance and became a licensed banker, where he sold securities. Dave relies on decades of stock market and economic experience to help break down financial concepts, making them understandable, whether online, in person, or over the phone, for his clients. He currently holds Series 6, Series 63, and Insurance licenses.

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Contact us today to see how we can help take the stress out of planning for the future.

call: (219) 765-1133

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