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David DeMore is a Certified Financial Planner™ Professional and the visionary behind DeMore Wealth Management, LLC. His journey began in 2005 after building a solid foundation in income tax and finance, forged through rigorous study at the University of Wisconsin-Stout under the guidance of the esteemed Professor William Kryshak, CPA.
David's specialization lies in the intricate domains of retirement planning, personal income tax strategies, and estate planning. He is committed to helping his clients skillfully navigate the ever-evolving and complex financial landscape.
Notably, David's dedication to financial planning deepened during the tumultuous Great Recession of 2008 and 2009, where he witnessed firsthand the immense value of wise counsel and fostering strong client-advisor relationships. In 2013, after years of affiliation with a financial institution, David charted an independent path by founding DeMore Wealth Management, LLC. His unwavering belief is that client interests are best served through the independence and personalized approach that an independent firm can offer.
In addition to his extensive financial planning credentials, David is an IRS Enrolled Agent, granting him the authority to represent taxpayers and practice before the IRS, further enhancing the comprehensive support he provides to his clients in the realm of income tax matters.