In our latest staff spotlight, we chatted with Founding Partner & Wealth Advisor David S. Bahnick, CLU®, ChFC®, RICP® .

Not only did we learn that Dave is a huge fan of one local sports team and appreciates a great concert, but also who he would meet from history if he had the chance. Learn more below!

What was your first paying job? 

My first job was a paper route at the early age of 11.

What inspires you?  

Seeing things grow!  Whether it is children gaining life skills, athletes getting better at sports, growing a business, or seeing portfolios grow – its all exciting.

What’s the best concert you’ve been to?

Tedeschi Trucks at Red Rocks!   The music was great, the weather was perfect and I was with my family. How can you top that?

Are you a sports fan? Who are your favorite teams?  

That’s an easy one – E A G L E S – Eagles!

What show are you currently binge-watching? 

I am currently binging two shows – Suits and The Chosen.

Which historical figure would you most like to meet?  

Three come to mind immediately – Jesus Christ, Abraham Lincoln, and Ben Franklin.


You can read Dave’s full bio here >