David specializes in working with registered representatives and investment adviser representatives, helping them better understand how to incorporate insurance products into their clients’ retirement planning strategies. Prior to joining GamePlan in 2014, David was Regional Vice President for Forethought Life Insurance Company. Prior to that he spent five years with Allianz Life Insurance Company of North America, including time as an Internal Fixed and Variable Annuity Wholesaler, Regional Vice President of Broker/Dealer Distribution and a Senior Fixed Index Annuity Specialist. David began his career as Director of Partnerships for Growing Leaders, Inc., where he spent four years conducting leadership development workshops for non-profit and for-profit organizations in Cairo, Buenos Aires and Beijing, and in the lower 48 states. He holds Series 6, Series 63 and Series 65 securities registrations, is a certified Chartered Retirement Planning Counselor℠, and is life insurance licensed.
David earned a degree in Business Administration from Pepperdine University. He and his wife, Kristie (yes, her name is Kristie Christie) have a Cocker Spaniel name Frankie. He enjoys working out, suspense movies and hopes to travel to every continent in the world. David is also an avid reader, and while he loves personal development books, he plans to eventually read one biography on each of the U.S. Presidents.
800.886.4757 ext. 2206
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Palm Beach Gardens, FL 33418
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