David T. Martin, CFP®

Dave joined Prosperity Advisors in 2011 after over four years as an internal revenue and compliance analyst at the Federal Reserve Bank of Kansas City. Dave enjoys providing his clients with comprehensive planning and financial advisory services. He loves that every client has a story and enjoys the personal impact of financial planning. Dave has a talent of being able to relate to a client and explain financial concepts in a way that is easily understood and embraced by clients. He feels this makes for a more comfortable experience for clients as they navigate through what he calls “life’s little surprises.”

Dave earned a Bachelor of Arts degree with honors from the University of Kansas and holds his Series 7 and 66 securities registrations. He is also insurance licensed for life, health and variable contracts. Dave is a CERTIFIED FINANCIAL PLANNER™. One of the greatest thrills of working at Prosperity, involves working with his wife, Jessica. Dave enjoys trivia, movies, improv comedy and local theater. While a big sports fan in general, he is a rabid college basketball fan and a huge fan of the Kansas Jayhawks.

Office Locations: Overland Park, KS  |  Carmel, IN