Meet Our Team
David M. Wheat, ChFC®, AIF®
Email: [email protected] | Phone: 1-800-769-1287 Ext. 103
David M. Wheat, ChFC®, AIF® is a 30-year veteran of the financial services industry. Initially learning the insurance business, he began
by launching a career with the State Mutual Companies. He gravitated toward comprehensive financial planning early in his
career and . . . read more.