Johnson Financial Group
David Wyatt, CFP, currently serves as the VP of Wealth and Retirement Plan Services Advisor at Johnson Financial Group since March 2023, focusing on business and service development to enhance retirement plan offerings and strengthen client relationships. From August 1998 to November 2022, David held the position of Regional Vice President for Large Markets at Transamerica, leading institutional retirement plan sales across a midwestern territory, achieving sales exceeding $8 billion. Prior to this, David was the Senior Vice President at Ziegler from January 1991 to July 1998, specializing in retirement plan sales and service. David's educational background includes studies at the University of Wisconsin-Madison and attendance at West Bend East High School.
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