Advisor
773.644.3548
drogers@capitalstrategies.net

David is an Advisor based in the Chicago area.  He works with high-net-worth families and their advisors to implement wealth preservation and transfer strategies using specialized life insurance solutions.  David is a Certified Private Wealth Advisor® and has a passion for working with people who want to pass their financial values and ethics to future generations.  He is a member of the Chicago Estate Planning Council and the Greater North Shore Estate Planning Council.

Prior to starting his insurance advisory practice David held senior sales leadership roles in the retirement plan and variable annuity businesses of John Hancock Investments.

David graduated from the University of Richmond with a BA in English Literature.  He lives in Wilmette, Illinois with his wife (and colleague) Peggy and their three children.  David loves to read, swim, play golf, hunt, fish, and garden.

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