Broker Check

David Grzesk

Wealth Management Advisor



Let's Get In Touch!  Meetings can be held in person, virtually, and over the phone. Click your desired meeting type and a day/time that works for you. You will be prompted to fill out your contact information and you can add any additional comments before confirming your meeting.

Schedule a 15 minute introductory phone call.

15 Minute Call

Schedule a 60 minute virtual meeting via Microsoft Teams.

60 Minute Virtual

Schedule a 60 minute in person meeting.

60 Minute In Person