David S. Veatch, CLU | Managing Principal*
Dave has a knack for taking complex risk planning concepts and making them easy to understand. He has more than 40 years of experience dissecting the technical aspects of insurance and planning related to financial products. He is a master of his craft and his passion for his clients is unparalleled.
Dave is also a natural leader and coach, which makes him the perfect person to guide our clients through tough decisions.
Dave has spent the last decade as a Senior Vice President of Capitas Financial where he served as the product expert for a number of large financial institutions. He works with clients directly or through their advisors.
He holds a bachelors of finance and holds the Certified Life Underwriter designation from the American College.
*Not affliated with Lion Street Financial, LLC