David Briggs

As a father of 4 and a veteran of many years in the nonprofit world, David understands how important it is to maximize results on a limited budget.  He is committed to helping his clients make wise decisions, based on education and understanding, so they can be confident as they plan for retirement.  Mr. Briggs is good at his role because he cares about his clients’ personal needs and goals.  He is committed to doing whatever it takes to answer questions and find the best solutions for each clients’ unique needs.  Mr. Briggs is a student of his craft and works hard, educating himself, to stay up to date in the ever-changing industry.  Mr. Briggs earned his Bachelor’s degree in Social Studies and Secondary Education and enjoys educating teachers on the many intricacies of retirement planning.  He is licensed in several states including Florida, where he lives with his wife, Wendy, a humanitarian provider for an international NGO, and their teenaged son.