My practice was founded on the same entrepreneurial spirit that I grew up with as a child and lived early in my adult career as a fourth-generation member of my family’s business. With a passion to make a difference in the lives of those around me, I work tirelessly to help clients and their families improve their financial well-being.
To understand what’s important to my clients, I use an established process to learn about my clients’ passions, their priorities and who they are as individuals. I then build personalized strategies to help accomplish their unique goals. I regularly communicate with my clients for life to help keep them on track. When beneficial, my team collaborates with our clients’ CPAs and attorneys as a way to find comprehensive solutions.
I earned my CFP® and AAMS® professional designations, which require intensive study and compliance with elevated practice and ethical standards. My practice focuses in pre-retirement assistance and legacy and estate considerations. I also work with multigenerational families to help manage their wealth and with small business owners who have complex needs.
My team includes my senior branch office administrator, Jennifer Konkol. We have partnered together since 2004. Jennifer has led several initiatives regarding recruiting, culture and client solutions. She also produces an internal publication for regional branch team accomplishments. In her off time, she enjoys watching fastpitch softball, fishing, travel and genealogy.
Within the firm, I've served in numerous leadership roles. Some of those include field training, recruiting and various regional culture initiatives. I am also active in several community organizations that support business and charitable endeavors.
In my free time, I enjoy golf, scuba diving, sport fishing, traveling, epicurean experiences and home improvement projects.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Insurance & Annuities
- Special Needs Financial Considerations
My Personal Interests
- Fine Dining
- Personal Fitness
Phone NumberDavid W Beeler at (919) 329-7713
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More