Qualifications

David B. Stocker

David is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds the Chartered Life Underwriter (CLU) designation. He holds a Series 7 license with Royal Alliance Associates to sell securities in the United States. David also holds a Series 63 state license and a Series 66 license allowing him to sell securities in AL, AZ, DC, FL, GA, IN, KY, MD, MI, NY, OH, PA, SC, TN, TX, VA, WA and WI. David is an Investment Advisor Representative and Registered Representative with Royal Alliance Associates. For residents of other states, David must obtain proper licenses and registrations before proceeding.

David is also a fully licensed insurance professional in the areas of Life, Accident, Health, Disability, and Long-Term Care Insurance. David is a member and has served in each office of the Estate Planning Council and the Life Underwriters Association. He addresses public, professional, and private groups on current strategies for comprehensive financial, retirement, and estate planning. He also holds the CFEd® designation as a CFE Certified Financial Educator.

Will Isaacs

Will is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds the Registered Financial Consultant designation. He ensures that you, as clients, are receiving the legendary service you deserve. He holds a Series 7, Series 63, and Series 66 license and is registered to offer investment advice in AL, AZ, FL, ID, IL, IN, OH, PA, SC, SD, TN, TX, UT and WA. Will is an Investment Advisor Representative and Registered Representative with Royal Alliance Associates. In addition, Will holds the Indiana Life and Health Insurance license and the Long-Term Care certificate. He also holds the CFEd® designation as a CFE Certified Financial Educator.

As a Registered Financial Consultant designee, Will addresses public, professional, and private groups on current strategies for financial, retirement, and estate planning. Will received a Master of Business Administration (MBA) in Finance from Ball State University.

He also received a Bachelor of Art Degree in Finance from Ball State University concentrating in Estate Planning and Corporate Finance.