David Jay Vine

As a Northwestern Financial Advisor (with over 30 years of service) my goal is to improve families’ overall financial security.  From my Babson college graduation, our marriage, the raising of our three children, and caring for elderly relatives, my own life experiences have helped me mentor families to save for college, retirement and other dreams.  Sometimes life gets in the way of our plans. To insure family goals become reality, I can provide financial planning solutions to help you protect and prepare for the unexpected.

Everything starts with getting to know a family’s concerns, goals, challenges, and investment style while creating and implementing a long-term plan. Several clients have told me they appreciate me listening without being judgmental; they can be honest without being defensive while discussing options.  Others have described me as their financial therapist. Whatever stage of life you are in, or looking to plan for, my team and I work to offer you effective and practical solutions.

Life is very busy while working and raising a family.  Many clients have said to their spouses or children, call David if there is a problem. I have enjoyed my career, look forward to the future, and appreciate the time and confidence families place in our relationship.