David Grubbs

Dave is a Certified Public Accountant and tax consultant for The Legacy Life Group. His in-depth CPA knowledge helps everyone at LLG handle client questions, especially those with estate planning or advanced tax questions. Dave has a long string of financial planning designations including a CFP® (Certified Financial Planner), CPA (Certified Public Accountant), PFS (Personal Financial Specialist), and CLU (Chartered Life Underwriter®). He is also a NASD Arbitrator and a commercial pilot flight instructor. 

Securities, fee-based, and asset management services offered through LPL Financial, member FINRA/ SIPC, America's No. 1 independent brokerage firm.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on revenues, as reported by Financial Planning magazine, June 1996-2009.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: Arizona, California, Colorado, Florida, Georgia, Iowa, Massachusetts, Maryland, North Carolina, New Jersey, Ohio, Oklahoma, South Carolina, and Virginia.

LLG Financial Wealth Management & Planning is independent of LPL Financial.