David joined Oswald Companies to help start Oswald Specialty Life in 2003 with experience in the financial services industry, specializing in life and disability insurance and investment planning. David’s practice has focused on helping professionals and middle-market business owners (C-suite) with personal planning and advanced insurance solutions designed to best protect assets and help maximize wealth.
Education and Professional Affiliations
David graduated from Ohio State University in 1986 with a Bachelor of Science Degree in Business Management. He is licensed in Ohio and selected other states for Life, Health, Annuities, FINRA Series 7, Series 63, and 65.
Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment adviser registered with the SEC. LSF, LSA, and Oswald Companies are not affiliated and do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. Lion Street Financial, Lion Street Advisors,
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