David B. Wentz*, J.D.

David B. Wentz*, J.D.

Chief Executive Officer

About David B. Wentz

If you’re looking for a financial professional who holds attention to detail, a dedication to building long-term relationships and who has an exceptional team working alongside him, look no further than David.

Having worked in the industry since 1992, David’s experience lies in retirement income planning, life insurance planning, managed money and wealth accumulation.

Loyal and focused on the long-term, David is committed to be there for his clients in good times and bad, to ultimately help them fulfill their dreams. Ensuring clients feel comfortable in life and are able to achieve their goals—no matter what they are—drives David to work hard every day.

You won’t find an financial professional who puts the time in more than David. He keeps busy with daily appointments advising clients because that’s where he gets the most joy—interacting with those he’s helping. Relationships are everything to him, which is why he guards them so fiercely.

David holds the Life Underwriter Training Council Fellow (LUTCF®) designation and is Series 7 and 66 securities licensed. He earned his Juris Doctor from the University of Kansas, is a member of the Johnson/Wyandotte Association of Insurance and Financial Advisors (and former Board Member) and an registered representative with Ameritas Investment Company, LLC.

In his free time, he enjoys spending time with his family, which includes his wife, Jenny, sons Vance and Joey, and daughter, Brigid. When his kids were younger, David coached many of their teams, especially basketball. Now you can find him playing golf (a lot!), traveling with his wife and cheering on his favorite teams, including the Chiefs, Detroit Tigers, Sporting KC and KU basketball.

Schedule an Appointment