Daryl J. Tegtmeier, CFP®, CEPA, Principal of Epoch Family Wealth
At a time when information is so readily available, it is challenging to find someone knowledgeable to sift through and bring wisdom to complex situations. That is one of the things I value most about David. By way of his years of concentrated focus on risk management, David brings a unique expertise to solving a myriad of challenging issues and navigating hurdles to deliver best in class solutions for my clients. In addition, when working with David, I always know that I will get straight answers and an advocate in our corner when negotiating with insurance companies. I consider David to be a member of my professional team and engage him with confidence every time an insurance solution is needed for my clients.