
David has more than 21 years insurance, 15 years retirement planning, and seven years securities experience. He completed Certified Financial Planning courses at PDI Institute, Dallas, Texas.
Since 1994, David
has focused on providing a financially conservative, reduced risk
approach to his clients. Emphasis is given to investment safety,
liquidity, and potential tax reduction. David was born and raised in
Wisconsin, and has made his home in Plano, Texas with wife and family since 1981.
Email Address:
davidwiner@aol.com






