David Krahn

Paraplanner/Case Manager

Professional: David is registered with the Series 7 (General Securities Registered Representative), and Series 66 (Uniform Combined State Law). Finally, David is a Licensed Insurance Producer, Licensed as a Life, Disability, Long-Term Care & Health Insurance. David Graduated from Oakland University with a Bachelors Degree in Political Science & Minor in Business.

Personal: My girlfriend, Erika, and I live in Oakland Township. Erika is a Registered Nurse at Corewell Health Hospital in Troy. In my free time, I enjoy going to the park with Erika and our Golden Doodle June. As well as playing basketball and tennis. I also enjoy officiating high school football, as well as high school and college basketball.

As the Paraplanner, David is dedicated to having a keen eye for detail and passion for helping clients with their financial futures. David is committed to understanding clients’ unique circumstances and advocating for their best interest while navigating financial challenges. With a strong foundation in financial planning and a commitment to staying current with industry trends, David collaborates with the Advisor who creates effective financial strategies. 

As the Case Manager, David manages documentation, records, and procedural workflows to ensure seamless case progression. David maintains meticulous attention to detail which allows him to navigate intricate financial scenarios while upholding the highest standards of accuracy and compliance. David leverages proficiency in administrative processes to contribute to delivering comprehensive solutions and a seamless client experience

Phone 248-216-1860