Broker Check


David Heltz, MBA, ChFC® |  Financial Consultant

David Heltz, MBA, ChFC® | Financial Consultant

David joined the firm in June of 2009. For nearly 14 years, David has helped design, implement and monitor financial plans for his clients, covering wealth and risk management, estate and retirement planning. His advice is client-centered, unbiased and proactive. He works closely with clients’ other family advisors, including attorneys and accountants, to focus on the clients’ total wealth management needs. He received a Bachelor of Science in Finance from Nicholls State University and an MBA from Louisiana State University, and has also earned the designation of ChFC®. Prior to joining the firm, he was a self employed financial consultant as well as a commercial banker for 12 years. Currently, he resides in Baton Rouge with his wife, Sabrina, and two children. He is active in his church as a member of the finance committee and lector.