David Kroeger

David Kroeger has extensive work experience in the financial industry. David most recently served as the Vice President of Financial Planning and Analysis at Merchants Bank of Indiana. Prior to that, they worked at Automotive Finance Corporation for 10 years in the role of Pricing and Financial Analytics. David also has experience as a CFP® and Registered Investment Advisor Representative at Advanced Advisory Services, LTD., where they focused on developing and monitoring client investment portfolios. Additionally, David has held positions such as Director of Risk Assessment at Irwin Financial Corporation, Chief Financial Officer at TWG Capital, Inc., and Pricing and Financial Planning Manager at Oak Street Mortgage. David began their career at Bank One/Chase as a Manager in the Secondary Markets department, and later as Manager in the Wholesale Group at Bank One Financial Services.

David Kroeger has a Bachelor of Arts degree in Economics from DePauw University. David also holds a Master of Business Administration (MBA) with a focus in Finance from Indiana University - Kelley School of Business. In addition to their formal education, David has obtained certification as a CERTIFIED FINANCIAL PLANNER™ Professional from the CFP Board in January 1999. David also has a certification as a Certified Financial Planner (CFP) from the same institution.