Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
David has been a professional in insurance, retirement planning, and other financial matters since 1978, and has experience in managing risk for investors age 50 and above.Additionally, David is a Master Elite IRA Advisor of the...
Michael D. Leist, EA, RICP®
Certified Financial Fiduciary®
Investment Advisor Representative
Michael holds the designation of an Enrolled Agent (EA), the highest credential that the IRS awards to tax practitioners. EA's are "America's Tax Experts", subject to the most rigorous continuing education and ethical requirements in...
Barb has been in the financial world for over 30 years. She and David have been working as a team since 1990. She manages the day-to-day office activity and keeps the company running like a fine-tuned machine. In addition, she has her...
Mickey has been with Financial Independence Network since 2009 as David’s Assistant and Marketing Director. She designs and implements the marketing initiatives for client events, handles our web page, and keeps our client database...
Anne spent 30 years in the hardware industry with Ace Hardware and 12 years in the elevator industry. Anne is an avid sports fan and enjoys watching sporting events live or on TV. Her favorite sports are baseball, football, tennis,...
Clay Tyree, Certified Financial Fiduciary®
Investment Advisor Representative and Medicare Planning Advisor
262-796-1877
Clay is a member of the National Association of Medicare Supplement Advisors (NAMSA). He spent the past decade in the service industry. Prior to his career in managing in the restaurant world, he worked for 7 years managing client care...
Mark King, Attorney
President & Founding Partner: King Legal Group, S.C.
Nadine spent over 10 years in the mortgage service industry before joining our team. Additionally, she has worked in the health and wellness industry since 1999. She loves learning about wellness and sharing this information with...