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David W. Goeglein, CFA

Joining Legacy in 2008, David Goeglein strives to meet the financial needs of individuals, families, and charitable foundations through asset management and financial planning. A graduate of Concordia University, David earned a degree in Accounting and Business Administration while being distinguished as the Most Outstanding Student in Business. In addition to his studies, he also participated in NAIA athletics and Students In Free Enterprise. Initially joining Legacy as an intern, David now serves full time as a financial analyst. He continues to serve the financial needs of clients in areas of trading, analysis, and investment selection. David is a CFA® charterholder.