David Lohre has spent more than two decades helping families turn careful planning into the retirement they worked toward. As Vice President, Wealth Advisor, and Accredited Investment Fiduciary, David brings a deeply analytical, highly detail-oriented approach to holistic financial planning across investments, retirement income, estate planning, and Social Security guidance. He leaves nothing to chance, drawing on deep experience in investment analysis and a genuine commitment to doing what is best for every client he serves. For David, the most meaningful moment in his work is watching a client reach the life they planned for. That moment is what drives everything he does.