David L Schnorrenberg

We all have a moment where a loved one teaches us a life lesson that we will never forget. For me, it was when my mother taught me to love saving, investing and striving to be my best. My service in the U.S. Navy taught me how to achieve my goals.

This has led to the most satisfying experience of my life; helping clients and friends move from being overwhelmed and scared about what the future holds to having a written strategy in place to help them achieve their goals of retirement, education and efficient wealth transfer to their families.

While understanding...