David Swartz
David joined Swartz+Associates in 2023 to focus on new business development after a thirty-five-year career in the financial services industry. His national and local network of trusted relationships and persistence to solve complicated problems with practical solutions helps our clientele of property owners ensure their property assessments are properly valued – and ultimately taxed more accurately.
David is a connector and will continue to use his experience in serving property owner’s needs for finding optimal savings the same way he worked to help solve American’s savings needs.
David and his wife are always up for fun at the lake, hosting backyard gatherings, biking, traveling, or finding the best local music spots.
Education
BGS University of Iowa
Professional Certifications
Charter Financial Consultant – ChFC®
Accredited Investment Fiduciary – AIF®
Community Involvement
DM AM Rotary
Windsor Heights Foundation – past president
Various religious and local school committee leadership positions.
Get in Touch With an Expert
Ready to strengthen your business’s financial foundation? Whether you need CFO consulting, temporary financial leadership, or an initial assessment, I’m here to provide personalized guidance. Let’s start a conversation and explore how I can help you achieve your financial goals.