David Williamson Mba

David Williamson MBA, CLTC, LUTCF is a seasoned financial professional with extensive experience in financial planning services, specializing in tax deferral consultancy, insurance, and investment strategies. Currently serving as a Tax Deferral Consultant and Insurance Agent & Investment Advisor Representative at Foothills Regional Insurance & Financial Solutions since May 2014, David also holds the position of Executive Managing Director at Mod Financial. Previous roles include Agent and Registered Representative at New York Life Insurance Company and NYLIFE Securities, as well as various sales and management positions in earlier companies such as Versata, Trilogy, and Reed Data. David's educational background includes an MBA in Management from Pace University's Lubin School of Business, additional certifications in Long-Term Care, and Insurance education, complemented by a Bachelor of Arts in Physics from Lycoming College.