David Speckman is a Senior Partner with more than 15 years of experience helping individuals, families, and business owners pursue their financial goals with confidence. He specializes in comprehensive financial planning, retirement income planning, estate planning strategies, employee benefits, business succession planning, and wealth management.
Throughout his career, David has built a reputation for combining financial expertise with a client-centered approach. His leadership experience in advisor development and professional training, along with his background working closely with business owners and entrepreneurs, provides valuable insight into complex financial and succession planning needs.
David is known for taking the time to understand each client’s goals, values, and priorities, creating personalized strategies designed to adapt as life and financial circumstances evolve.
David resides in Cicero with his wife, Beth, and their two sons, Elliot and Micah. In his free time, he enjoys fishing, anything related to sports and especially spending time on the soccer field with his boys, both of whom share his passion for the game.
