portrait of David Rosulek

About David

We invite you to join us as we partner together for positive impact to improve the well-being of our clients and ourselves; and together, we better the well-being of those around us, our community and society.

As we get to know each other in a potential client/advisor relationship, it is important to understand your underlying desires as they pertain to your family, purpose, health and finances. The intertwining of these influential aspects generally shapes one's overall quality of life and how one would define well-being.

Many families struggle with defining the role money plays in their life. What...

Focus Areas

  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Special Needs Financial Considerations

Work History

  • Edward JonesFebruary 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Missouri-ColumbiaMaster of Science
  • Univ of Northern IowaBachelor of Arts

Personal Interests

  • Running
  • Fishing
  • Hiking
  • Camping
  • Reading

Team Members

  • Angela Dellinger
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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