David Rumelhart
Client Relationship Manager
David earned his Bachelor of Arts degree in Finance from the University of Northern Iowa. He started his career in financial services in 2004, working on the variable annuity service team for a large insurance company in Des Moines, Iowa. For the past 10 years David has worked with financial advisors, specializing in new business for their disability, long-term care, and life insurance clients. David prides himself on his attention to detail, ability to streamline processes and improving ease of doing business for both financial advisors and their clients.
In his free time, David enjoys spending time with his fiancé Marie and her two teenage boys. They enjoy family game nights, time at the pool, and watching sprint car racing during the summer.