Retirement Coach

Dave Garman began his career in the investment business in 1986. Throughout his career, he has held leadership positions such as Vice President with Smith Barney and as Regional Vice President with AXA financial.

As an experienced financial planner and investment advisor, he holds a Series 65 General Securities License. Dave also holds several insurance licenses and insurance brokerage agreements with multiple insurance companies.

As a noted public speaker, Dave has given more than 100 investment presentations to groups in Indiana. He also makes himself available as a public speaker for various professional and fraternal organizations.