David Roberts

David Roberts is an experienced financial professional with over 20 years as a licensed Certified Financial Planner (CFP®) and a strong emphasis on comprehensive personal financial planning. Currently serving as a Financial Advisor at VIMA Financial Services and providing personal financial counseling at Zeiders Enterprises Inc., David's expertise extends to retirement and investment planning. David's extensive background includes roles at various financial institutions such as Waddell & Reed, Securian Financial Group, and MassMutual Financial Group, along with significant executive experience in healthcare finance, including positions as Chief Financial Officer at Sparrow Medical Group and Director of Practice Operations at MMP. Academically, David holds multiple degrees, including an MHA in Healthcare Finance from The Ohio State University and an MBA in Finance from DePaul University, along with certifications in wealth management and financial planning.