David F. Heck, MBA

David F. Heck has been in the financial services profession since 1983. Dave holds a Bachelor of Business Administration Degree and a Master of Business Administration Degree in Finance. Dave is a Certified Financial Planner™ certificant, and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College.

Dave also has been involved in tax preparation for individuals and small businesses since 1985, and has several years experience in technical support for a national tax software developer.

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*Certified Financial Planner is a federally registered mark of the Certified Financial Planner Board of Standards, Inc.