Our team


 

Our team is a group of independent financial professionals with the experience and flexibility to offer sophisticated planning through an array of investment and planning services. We architect financial strategies with an unbiased perspective, and most importantly, a financial blueprint guided by you.

 


David Shafranek, Senior Vice President

David has worked in the securities industry since 1997. He started on Wall Street working in boutique firms specializing in Private Placements, IPO's and undervalued individual equities. In November 1999, he moved to Citigroup where he worked for 14 years under Citcorp Investment Services, Smith Barney and a VP with Citi Global Markets where he built and serviced 100 million in AUM. In April of 2014, he began working at Prospera Financial Services. David has his Series 7, Series 63, Series 65 (securities law) as well as his Life and Health licenses.

David and his team's mission is to preserve and grow client's wealth using an unbiased assortment of appropriate and personalized designed investment strategies.They also specialize in creating and structuring income to meet the needs and goals of their clients.

 

 

 

Chris Flanagan, AIF®, Senior Vice President

Chris has worked in the securities industry since 1993. He started working on Wall Street as a currency trader and then as a stock broker specializing in IPO's and private placements and then as VP private portfolio advisor before moving to Citigroup for 17 years where he worked for Citicorp Investment Services, Smith Barney, then as a VP for Citi Global Markets before moving to Prospera Financial. He maintains the coveted designation of AIF®, Accredited Investment Fiduciary.

Chris and his team are proud of the work they do investing clients' money in a wide assortment of appropriate and personally designed investment strategies and estate planning.