David Andrew Gerace
Wealth Management Advisor|CFP®, ChFC®, WMCP®, RICP®, CLU®
502-814-7787 502-814-7787
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Shannon M White
Associate Wealth Management Advisor
Shannon has been a valuable member of our team for the past 7 years. She is a highly skilled and experienced team member, with a deep understanding of our industry. She is also a team player who is always willing to go the extra mile.