David A Deegan, MBA, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

David’s professional background puts him in a unique position as an advisor, specifically to business owners and human resources professionals operating in the engineering & manufacturing industries. David began his career in the Navy, serving four years at Naval Air Station Barber’s Point in Hawaii as an Aircraft Electrician. After being Honorably Discharged as a Second Class Petty Officer in 1990, he completed a B.S. in General Engineering at the University of Illinois Urbana-Champaign in 1994 and later his MBA from DePaul University in 2002. After over ten years in the engineering world, David launched his financial planning practice.

“The opportunity to build lifelong relationships educating my clients, saving them valuable time and energy so that they can spend more time with their families, and helping them make wise decisions about their wealth was too attractive to pass up.”

David values the opportunity to be a resource to small businesses that typically don’t get the service they deserve. By providing a full spectrum of individual & group insurance planning, retirements benefits, executive benefits and strategic financial planning, David works to simplify the lives of business owners and their valued employees. David also enjoys the opportunity to serve individual families not only by helping them execute their financial planning to achieve their goals, but also by helping them leverage other needed professionals with whom David and his team have built great relationships.

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