The Caliber Team

David Elrod, CFS, AIF®, AAMS
Registered Representative
Investment Advisor Representative


David has helped multiple generations improve their lives by bringing personalized investment advice to families in Ohio and Michigan as well as 18 other states around the country. As a financial advisor, David has been a featured guest on ABC Toledo, a contributor to Fox Toledo News and is the former host of a Toledo financial radio show. He has also taught financial workshops throughout Ohio and Michigan and is the author of “My First Book About Money – Let's Start the Conversation”, which encourages parents and grandparents to discuss good money habits with children.

A passion for serving began at a young age for David. After starting a business at age 13, he went on to help develop and run a youth drug prevention program. He also served abroad on many mission trips to Mexico. David believes that the serving opportunities helped to further develop the character his dad taught him growing up as a police officer.

David earned a bachelor's degree from Moody Bible Institute in Chicago. He is an Accredited Investment Fiduciary (AIF®) and earned his Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance as well as his Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning.

Outside of business, David is a licensed commercial pilot and flight instructor (CFI) and has spent several years teaching others how to fly. He is active in his church community and enjoys activities alongside his wife of 20 years and their three children, Hannah, James, and Grace.

 

 

 

 

          Julie Elrod, Office Coordinator

 

 

 

 

 

 

 

          Gretchen Hinz, Director of Client Relations

 

 

 

 

 

 

 

          Amy Bezek, Client Relations

 

 

 

 

 

 

 

       Danielle Gerwin, Marketing & Client Relations

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck