Tall Oak Capital Advisors
David Szalkai is a seasoned wealth management professional currently serving as a Senior Wealth Advisor at Tall Oak Capital Advisors since January 2023 and as an Insurance and Estate Planning specialist at Tall Oak Private Wealth of Raymond James Ltd. since July 2020. Previously, David held the position of VP/Partner of Life and Disability Operations at Bedard Co. Life Inc. from April 2017 to June 2020, and served as Sales Director at ivari from September 2015 to April 2017. Earlier roles include Senior Sales Consultant/National Manager of Advisor Development at RBC Insurance from February 2011 to September 2015. David holds a Master of Business Administration (MBA) from the University of Windsor and a Bachelor of Commerce (BCom) from Hochschule Bielefeld.
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Tall Oak Capital Advisors
PREPARE. GROW. PRESERVE. Tall Oak Capital Advisors is a boutique wealth manager for physicians, farm families and businesses, wealthy individuals and families, and business owners. We provide comprehensive advice to guide our clients’ wealth, investment, and business growth.