David Bowman, CFP®
Financial Planning Specialist
Dave’s professional passion is to help people solve their most pressing problems. He attended Ohio State University where he earned degree and his Certified Financial Planner designation from the CFP Board’s Certified Financial Planning program. In the last year of his studies, he interned with a large wealth management firm in Columbus, Ohio where he was responsible for offering financial planning support for hundreds of clients.
He continued with that firm in a full time role where he helped to build a financial planning process in order to support the advisory teams with meeting preparation, delivery and implementation for each client. While he enjoyed his time working on a large team, Dave felt that he could dedicate more time individually to each client by working directly with the advisor team at Risk Management Group to offer completely custom built and unique financial planning for individuals and businesses through Risk Management Group*. He finds that doing this on a daily basis gives him the energy and insight he needs to help our clients achieve economic success.
In his free time, Dave has a passion for helping establish a better system to help plan for the many considerations and decisions based around higher education. Dave is highly involved in local Financial Planning Associations and has a heart for helping others move up in the world.