Broker Check
David J. Strutzel, CFP®

David J. Strutzel, CFP®

Senior Managing Partner

David J. Strutzel, Managing Director, Senior Vice President, Investments and CERTIFIED FINANCIAL PLANNER™ professional, has worked in the financial services industry since 1990.

Dave completed his undergraduate and graduate work at DePaul University in Chicago. Before entering the financial services industry, he owned two businesses for ten years and later held a management position at one of the largest 500 companies in the United States.

Dave plays an active role in the community as past president of the Bartlett Rotary Club, where he is still an active member. He has also been elected as a Trustee 5 times to serve as a Treasurer of the Bloomingdale Public Library.

Dave focuses on assisting clients with pension funds, retirement plans, estate planning, and charitable gifting. Clients benefit from his experience, and readily understand the value of early planning and careful financial preparation. Dave also works closely with his clients to find ways to help reduce their tax liability.