David DeMore

David DeMore is a Certified Financial Planner™ Professional and the driving force behind DeMore Wealth Management, LLC. His journey into finance began in 2005, grounded in his expertise in income tax and finance, which he honed while studying at the University of Wisconsin-Stout under the mentorship of Professor William Kryshak, CPA.

David specializes in retirement planning, personal income tax strategies, and estate planning, with a commitment to guiding clients through the complex and ever-changing financial landscape. His passion for financial planning was further solidified during the challenges of the 2008-2009 Great Recession, where he saw the critical role that strong client-advisor relationships and sound advice play in achieving financial stability.

In 2013, after years of working with a financial institution, David established DeMore Wealth Management, LLC to pursue his vision of offering clients the personalized attention and independence that only an independent firm can provide.

Beyond his financial planning expertise, David is also an IRS Enrolled Agent, granting him the authority to represent taxpayers and practice before the IRS, allowing him to offer clients even more comprehensive support in managing their income tax affairs.