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david-mcgill

David McGill, AIF®

President & Financial Consultant

A veteran of the financial services industry with nearly three decades of experience, David isn’t just interested in being part of his clients’ retirement planning process; he’s interested in being a trusted part of their lives.

As president of Comprehensive Financial Consultants, David focuses on helping clients identify and achieve their financial goals through custom strategies designed to reduce exposure to risk and increase opportunities for growth. By assisting them with selection of the right financial tools, building a comprehensive plan and monitoring their progress, David helps individuals strengthen their financial health.

Above all, he enjoys seeing his clients make tangible progress as they approach and ultimately surpass their long-held objectives.

David started his career at a major wirehouse firm before quickly recognizing the conflicts of interest that can exist in institutional companies. In 1998, he founded Comprehensive Financial Consultants to help provide individuals and businesses with truly objective advice and strategies. He became an Accredited Investment Fiduciary (AIF®) to affirm his independence and dedication to his clients.

David is a financial professional who can offer both investment advice and insurance products. He has passed the Series 7, 24, 63 and 65 securities exams and has life, health and annuity insurance licenses. A graduate of the Indiana State University School of Business, David also attended Embry-Riddle Aeronautical University and has been a professional pilot for more than 30 years.

When not in the office, David enjoys spending time with his wife, Gina, and flying whenever he can.

Christian McGill, CFP®, ChFC®

Financial Consultant

Natalie Morrow

Client Relationship Manager

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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