Our knowledgeable and friendly staff have well over 50 years of professional experience in financial management. We are very familiar with what it takes for individuals and businesses to plan for, and strive for a well-balanced financial portfolio leading to quality of life at any age.
President and founder of Altus Investment Group LLC, which is a Registered Investment Advisor. Dave is also a registered securities principal of the brokerage firm LPL Financial, overseeing other LPL Financial registered staff in his office. Moreover Dave is a licensed insurance broker able to compare and advise you about life or long-term care products.
Financial Planner with Altus Investment Group LLC, a Registered Investment Adviser. Laura has extensive experience with retirement planning and wealth management for both individuals and small businesses. Laura regularly presents on retirement and other financial topics.
Laura joined Altus Investment Group LLC in August of 2012. Her over twenty-five years of financial industry experience include: