David Eads

Operations Manager

David Eads, MBA, is an experienced Operations Manager specializing in Wrap, Annuities, and Mutual Funds. They have worked as an Operations Analyst and subsequently as an Operations Manager at Axos Clearing from 2020 to 2024. Prior to this, David served as a Financial Advisor at Miller Financial Group, Inc. and as a Histotechnologist at Nebraska Medicine from 2012 to 2019. David holds a Bachelor of Science in Biology and a Bachelor of Arts in History from Concordia University, Nebraska, as well as an MBA from Bellevue University. Currently, David focuses on Late Stage College Planning, assisting families in navigating the complexities of college financing.

Location

Bellevue, United States

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