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David Lohre

David Lohre, AIF®

Vice President, Wealth Advisor

David Lohre helps individuals and families achieve their financial goals through holistic financial planning encompassing investment, insurance, estate, tax and education planning. David is passionate about bringing best practices learned over more than two decades of experience to his clients. As an Accredited Investment Fiduciary (AIF®) with over two decades of experience, his background in investment analysis helps provide the investment committee additional depth with ongoing monitoring of investment portfolios.

Community / Education

  • People Working Cooperatively (PWC) - Volunteer
  • Beechwood Schools - Volunteer
  • Blessed Sacrament Church - Volunteer
  • FINRA Series 7, 63 and 65 registrations
  • Accredited Investment Fiduciary® (AIF) designation
  • University of Kentucky - B.B.A. Finance