Meet Our Team

David Bowen, CFP® is a firm specializing in working with retired and nearly retired people since 1996.

Dave worked for a major brokerage firm eight years before beginning his own planning and management firm in 2004. Dave offers independent advice, financial planning, and investment management to his clients through LPL Financial, the largest independent brokerage firm in the U.S., as reported by Financial Planning Magazine, June 1996-2018, based on total revenue.

Service, trust and experience are what clients expect. I strive to keep up with economic changes and investment strategies in order to provide the best advice, guidance, and management I can. You can be assured of my commitment to your satisfaction, and to your financial goals.

The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.

As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to pursue them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

Sherilyn’s warm smile and personality along with her professional and proficient office management make her an ideal first-contact person at the front desk. Her many years of experience in customer service and administration - in various financial and management fields – makes her a valued asset to my team, as well as to my clients.

As my executive assistant, Sherilyn provides the organizational and computer skills needed to ensure that our business runs smoothly and efficiently. For administrative assistance please call or e-mail Sherilyn at Sherilyn.stockert@LPL.com