David Bauer

David Bauer, CLU, ChFC has extensive experience in the insurance industry, starting with their role as Advanced Marketing Director at Insurance Partners Southwest from 1993 to 1998. David then moved on to Lincoln Financial Group as an Advanced Sales professional from 1998 to 1999. Most recently, David served as the Advanced Sales Director at Crump Life Insurance Services, where they developed advanced sales presentation systems and provided customized spreadsheet analysis support to life insurance agents, CPAs, CFPs, and attorneys. David is recognized for their expertise in Estate Planning, Wealth Transfer Planning, Business Succession Planning, and Non-Qualified Executive Benefits.

David Bauer obtained the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College of Financial Services. These certifications were obtained from the same institution.