David Darby is an investment advisor representative through LPL Financial Services and has been a licensed financial professional since 1989. Before joining AGH Wealth Management, he worked with a large mutual fund company and for nearly a decade in banking, including serving as chairman of the mutual fund selection committee for the super-regional bank’s 401(k) product. With more than 25 years in the financial services industry, Dave brings a unique perspective, having worked for both a mutual fund complex and a bank trust department, while providing investment management due diligence and education services for plan sponsors and participants in the plan. Dave holds Series 7, Series 63 and Series 66 securities registrations as well as his life, health and variable annuity license.
Dave serves many of AGH Wealth Management’s retirement plan investment clients with investment management, fund selection and evaluation and employee education related to retirement plans. He is a graduate of the University of Kansas, where he earned a bachelor’s degree in personnel administration and psychology. He continued his education at Baker University, where he received his master’s degree in business administration.
When not poring over complex investment performance charts (which he actually loves to do), Dave, his wife Kim, and their four kids enjoy most being out on the water in their boat – any lake will do. Dave is a former treasurer of the Santa Fe Trail Rotary Club and a past member of the Olathe School District Bond Task Force.
“If you can’t explain it simply, you don’t understand it well enough.” – Albert Einstein