David M. Leist

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. 

David is a respected financial educator who advises retirees and pre-retirees on growing and preserving their retirement nest eggs. He has lectured on numerous financial topics, translating the often complex details of financial issues into easy-to-understand language.

David and his wife Barb enjoy most of the year in Bonita Springs, FL. When he's in town for the summertime, his favorite hobby is reducing his handicap on Wisconsin’s fine golf courses.