Jerry J David

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Have questions? I can help you identify your financial needs and provide appropriate solutions.

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Staff

Jerry David takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of our clients.

Let me introduce you to the people that make it happen:

My Team

Jack David
Financial Representative
262-342-0091
Jack David

Peter Syftestad
Financial Representative
414-203-6077
Peter Syftestad


Our Staff

Peggy A David
Director of Marketing
(414) 203-6016