David Gollner

David Gollner

President & CEO

David graduated with a B.A. from Youngstown State University. He has helped seniors in western Pennsylvania and eastern Ohio manage, protect and enjoy their nest eggs for 44 years. David is a Master Certified Estate PlannerTM, Life Underwriting Training Council Fellow, a Registered Financial Consultant, and a graduate of the IRA Institute to name just a few of his designations.

He is an associate member of the American Bar Association, the Mahoning-Shenango Valley Estate Planning Council, Shenango Valley Chamber of Commerce, Better Business Bureau,an approved member of the National Ethics BureauTM, and the National Institute of Certified Estate Planners. David is a popular speaker throughout the area teaching seniors to take control of their investments, income taxes, and their futures.

Phone (724) 983-1617 or (800) 264-4963 ext. 104