David Stofer, ChFC®, CLU®

Managing Director, Institutional Advisory Services, and Senior Institutional Advisor

Designations and Licenses

David is a Chartered Financial Consultant and Chartered Life Underwriter® professional.

Experience and Education

David helps ensure the delivery of quality retirement planning services to clients. With a focus on plan design, compliance and in-depth investment monitoring, he uses proprietary tools to analyze retirement plan performance and determine the most effective way for clients’ employees to maximize their retirement benefits. He also consults on a wide range of issues related to mergers and acquisitions and advises clients on the impact a corporate transaction might have on retirement benefits.

David has more than 30 years of experience in the retirement plan business and more than 10 years of experience advising on mergers and acquisitions. He specializes in 401(k), 403(b) and defined benefit plans and also has experience with nonqualified deferred compensation plans. Prior to joining the firm, he was a principal at SageView Advisory, where he helped plan sponsors meet their fiduciary obligations. David began his career as an administrator, drafting adoption agreements, filing 5500s and conducting discrimination testing.

David has a bachelor’s degree in finance and business administration from Kansas State University.

Personal Interests

David is a trustee of the Kansas State University Foundation and has been a member of the Retirement Advisor Council for four years.

David’s Office

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