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David Proudly serviced our nation in the United States Air Force and reserves for six years. He has lived in the Bradenton/Sarasota/Tampa area for 30 years. David has served in the financial industry since 1992. David started Appleby’s Insurance and Financial Services in 1996, He later incorporated in 2002 to BeeSure Services Inc. and BeeSure Wealth Management, Inc. was incorporated in 2007.
David holds the ChFC & QFP designations that signify qualifications as a Financial Planner. The ChFC requires 33% more educational requirements than the CFP (Certified Financial Planner) designation. David also holds the CLU designation which is the highest designation that a person can receive in the Insurance Industry.