Dave Bargetzi

Senior Case Design Analyst

As Senior Case Design Analyst, David oversees the case design process with a focus on working directly with our advisors to design and implement insurance plans and investment solutions tailored to meet our clients’ needs. David has more than 20 years of experience in technical case design focusing on wealth transfer and business succession areas of the financial services market. Prior to joining our firm, David was a Financial Analyst with a pharmaceutical company headquartered in St. Louis, MO.

David earned a BBA degree in Accounting from McKendree University. He also holds a MBA degree in Finance from Southern Illinois University Edwardsville. David holds his Series 6, 26, 63 and 65 securities licenses and is a Registered Representative and Registered Investment Advisor of M Holdings Securities, Inc.