MEET THE SVC TEAM
Founder / Benefit Advisor / VA Accredited Claims Agent
David was born and raised in Northern California. After high school and college, David served in the Air Force during the Vietnam War as a combat historian with the 22nd Bomb Wing of the Strategic Air Command.
After receiving an Honorable Discharge, David went on to build a successful employee benefits consulting firm in Central California (Frontiers Benefit Services), which was acquired by Wells Fargo in 2000. For the next six years he worked with Wells Fargo as Vice President, Employee Benefits Division in Rancho Cordova, California with a focus on 401k, Pension, and other employee benefit plans until he relocated his family to North Carolina in 2006 and established an independent advisory business focused on Retirement Care and Veterans Benefit issues.
David and his wife Shelley were married in Sacramento, California in July 1997. Their family consists of a “yours, mine and ours” with children ranging in ages from 39 to 14. They reside in Apex, NC with their two teenage children.
David also serves as Director of the North Carolina Senior Care Council.
Licenses Held: Former Securities Series 7, 63 and 65 Registered Investment Advisor, Property & Casualty, Life and Health Insurance with Medicare Supplement, Medicare Advantage & Long Term Care Certifications, VA Accredited Claims Agent, Member of the National Organization of Veterans Advocates.
Shelley has worked in the insurance industry for over 11 years and built her own Third Party Administration company in California. After arriving in North Carolina she established Apex Health and Life. While she still maintains her Life and Health licenses, her focus is on overseeing the daily operations of Senior Veterans Council.
Licenses Held: North Carolina & California Life and Health Insurance with Medicare Supplement, Medicare Advantage & Long Term Care Certifications.
VP Operations / Production Team Manager / VA Accredited Claims Agent