Dave Herwerden

Experience

• 

  Primerica

  Jan 2003 - Jan 2008

  Financial Advisor

  Consulting with clients and prospects on investment and insurance strategies.

• 

  Spooner Incorporated

  Feb 2008 - Mar 2015

  • Regional Sales Manager

    Feb 2012 - Mar 2015

  • Account Manager

    Feb 2008 - Feb 2012
• 

  WestPoint Wealth Management, Inc

  Jan 2015 - now

  Director

  As a Financial Advisor with WestPoint Wealth Management, I consult with individuals, business owners, and families at all different stages in life. I help them realize that their financial goals can be attainable- with a little planning, a bit of discipline, and a trusted advisor to help them along the way. I do extensive consulting in the business marketplace, helping clients with all aspects of the construction of, and maintenance of a successful employee benefits package. WPWM is a full service financial planning firm that serves our clients by educating and helping them plan appropriately for the financial obstacles that may come their way throughout life. We pride ourselves on helping our clients dig beyond the surface and help them with 'planning beyond the obvious' by connecting them with the right resources and financial vehicles to make their goals and dreams possible.Advisory Services offered through WestPoint Wealth Management, a Registered Investment Advisor Show less

• 

  Berea Chamber of Commerce

  Jul 2015 - now

  Board Member, Past President
• 

  Middleburg Heights Chamber of Commerce

  Jan 2016 - now

  Board Member
• 

  Middleburg Heights Planning Commission

  Jan 2020 - now

  Member