Dave Minich
Dave Minich
President
I have literally grown up in the financial service industry from starting at Applied Financial Concepts at age fourteen until coming on full time after graduating college. I specialize in developing custom designed financial plans for individuals and businesses by keeping informed on the constantly shifting regulatory and economic environment that we live in. This allows me to provide the best possible solutions to clients—translating the broader environment to their personal lives.
Education and Certifications:
- CFP® - CERTIFIED FINANCIAL PLANNER™
- CLU® - Chartered Life Underwriter®
- Life, Variable, Accident & Health licensed
- Series 7 licensed
- Bachelor of Arts – Wittenberg University
Outside of Work, You'll Find Me:
- Spending time with my wife and children
- Skiing
- Golfing
Fun Fact:
I have participated in three Tough Mudder obstacle races
