My Team
Dave Cerny and his staff have combined their talents and resources in order to provide greater benefit to their clients. Together, they have over 50 years of combined experience in providing solutions and valuable services to financial institutions, business owners and high-net-worth individuals
Dave Cerny and his team stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let them know.
Paula M Garcia
Paula Garcia has worked with Dave since 2003. Paula has her life, accident, and health licenses; she also holds the Series 6 & 63 securities licenses.
Paula’s job responsibilities include:
· Investment Services Coordinator
· New client case prep
· Sales illustration specialist
Sherry L Rohmann
Sherry Rohmann joined Dave’s team in 2002. Sherry holds her life, accident, and health licenses.
Sherry’s job responsibilities include:
· Answering and processing client service calls
· Coordinating Dave’s calendar and scheduling his appointments
· New Business Coordinator
· Marketing Coordinator