Meet the professionals who can help you Pursue Your Goals


We help individuals and families work toward achieving their ideal retirements.

 

Meet The Team

The team behind Glisczynski & Associates is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

dave

David M. GlisczynskiPresident and Founder

For over 30 years, David has helped people set and reach their financial goals, particularly those rooted in retirement preparation and income planning.

David holds life and health insurance licenses and has passed the Series 65 securities exam. He also earned the following designations: Certification for Long-Term Care (CLTC®), Certified Annuity Specialist (CAS) and Life Underwriter Training Council Fellow (LUTCF®).

As an Investment Advisor Representative, David works for his clients, not a particular insurance or investment company. With a wide selection of financial products from many different companies available to him, he picks the companies the way you do: carefully!

David is a member of the local chamber of commerce, the National Association of Fixed Annuities (NAFA) and the National Association of Insurance and Financial Advisors (NAIFA). He is an experienced conference speaker and national mentor and trainer. David is the author of “Retirement Autopilot: The Flight Plan to Build, Protect and Preserve Your Assets,” available for purchase on Amazon.com.

David loves being a father, grandpa and husband. He has been married for over 40 years and has four adult children, two of whom work in the business. In his free time, he enjoys gardening and traveling with his wife in their motor home.

Patrick

Patrick L. Marcell, CLTC, RICP, COOChief Operating Officer, Investment Advisor

Michael

Michael W. Marcell Investment Advisor Representative

alyssa

Alyssa Marcell
New Account Specialist

gina

Gina RossmanClient Service Specialist

cassie

Cassie Tudor
Client Relations Specialist

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 715-341-8899