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. 

Meet Our Team

 

David Geake - Owner

David Geake, CFP® assists individuals and families with new and innovative strategies for their financial well-being. He is a Certified Financial Planner™ and owner of WM Financial Network. Dave is a graduate of Trinity University in San Antonio, Texas. He is an active member of the Glenview Optimist Club, where he volunteers time to bring a drug-free message to area youths. Dave is also an aspiring Olympian in the winter sport of curling. He curls at the Chicago Curling Club in the town of Northbrook. Dave lives in the northern suburbs with his wife and their five children.