David Brozenic
Wealth Advisor
David joined V Wealth Management with 10 years of investment management experience. Prior to joining the firm, David spent a number of years working as an advisor with Banc of America Investment Services, Inc as well as American Century Investments. Building, analyzing, and overseeing diverse wealth strategies is the basis of his management style and adaptable to each unique client objective. Client relationships are the focus for David and set the foundation that leads to mutual growth.
David was born and raised in Kansas City, MO and along with his wife Lisa, and children Riley and Ivan, continues to embrace Kansas City as home. He is a graduate of Southwest Missouri State (aka Missouri State) in Springfield, MO with degrees in Administrative Management and Computer Information Systems.
Our Services
We specialize in comprehensive financial and investment management for individuals, families, executives and entrepreneurs. Our in-depth knowledge and multiple services help our clients carefully manage their finances and retirement.
Schedule a Consultation
We welcome the opportunity to discuss your financial needs. Call us to schedule an appointment.