Our Philosophy


As a Certified Financial Planner ®, David Geake, believes everybody deserves to have a financial plan document to work from, regardless of financial means or stage in life. David also believes in implementing a master plan in stages. New clients are welcome to take a baby step approach by making smaller changes to experience the results prior to making major changes.  

Securities and advisory services offered through American Trust Investment Services, Inc. Member FINRA/SIPC. 1244 119th Street, Whiting, IN 46394. (219) 473-5542

WM Financial Network and American Trust Investment Services, Inc. are separately owned and operated.