As one of VWealth’s first advisors, David Brozenic has played an integral part in the firm’s growth over the past decade. As a Partner, he now serves as the point person for many of VWealth’s relationships, working shoulder to shoulder with a wide variety of families and individuals to create clear, goal-focused, and obtainable financial plans. David has helped shape the firm’s culture of always putting clients first, and provides a diversified planning approach that uses distinct structures to preserve and build investments through the ups and downs of market cycles.
Prior to VWealth, David spent time as an advisor with Banc of America Investment Services, Inc. and American Century Investments. He and his wife, Lisa, were both born and raised in Kansas City and continue to call it home with their two children. He graduated from Missouri State with degrees in Administrative Management and Computer Information Systems.