With over 15 years of experience in the financial services industry, Dave Reichert has dedicated more than a decade to collaborating with financial advisors to deliver comprehensive planning and investment strategies to clients. His previous roles required holding FINRA Series 7 and 66 securities licenses, as well as Colorado life and health insurance licenses.
Now, as a senior compliance analyst, his deep understanding of industry regulations and compliance standards enables our clients to receive the highest level of service and protection.