David Conquest


I worked as a financial professional for a number of years at a Fortune 500 company in the sales department. I once had a professional finance manager that helped me to better understand the world of finance as well as the need to set a portion of my income aside for retirement and I still strongly believe that there is a significant need for people to set money aside for retirement.

My mission is to help individuals to better understand the need to save in a retirement account while saving on taxes, which I believe is an important step in preparing to enjoy a more comfortable living in retirement.



My lovely wife and I have two daughters and three grandchildren. When I'm not at the office, I enjoy gardening, traveling, listening to and going to concerts, my favorite styles are jazz, big band and classical. I also enjoy attending and supporting our grandchildren at their sports and music activities. I have been involved in several non-profit organizations and am also active in our church.

Professional Qualifications

  • Graduate of Purdue University

Specialty Services

  • Durable Income Strategies
  • Retirement Income Planning and Implementation
  • Retirement Planning
  • Saving for the Future
  • Investing Made Simple
  • Life and Long Term Care Insurance


Registered in FL, IL, KS, KY, NC, NJ, NY, OH, OK, PA, TN, TX, VA