Professional

David began his career with Northwestern Mutual in 1987. For over thirty-five years David has been passionately involved in helping others create a secure financial future.

David’s achievements have been recognized with Northwestern Mutual and the financial services industry. Company recognition includes qualification as a Northwestern Mutual Forum member which recognizes productivity and excellence within Northwestern Mutual. Within his profession, David has achieved the National Quality Award from the National Association of Insurance and Financial Advisors (NAIFA). This award recognizes the highest levels of client retention.

Designations

A focus on education and professionalism is paramount in David’s business philosophy. To this end he has earned the following professional designations:

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • B.S. Finance Missouri State University

Associations and Memberships

David stays connected to his professional community through the following associations and memberships:

  • National Association of Insurance and Financial Advisors (NAIFA)
  • American Society of Financial Service Professionals
  • Greene County Estate Planning Council
  • Member of The Downtown Church

Personal

David is the father of two children from his 22-year marriage to Sandie. Sandie passed away in 2011 from breast cancer. David and Susan married in 2017. Between them they have three children and four grandchildren.  Their children are Matthew Yaktine, Aleena Yaktine, and Ali Headley.  The fifth grandchild is due anytime.  Susan is retired from education administration and works in the practice with David.  She also serves as a CASA (Court Appointed Special Advocate) board member and volunteer child advocate.  David is a past CASA board member and currently serves in advisory role with CASA.  David and Susan stay very active with travels, pickleball, golf, hiking, cycling, cross country skiing, and enjoying time with family.   

 

 

  

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline