Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

David Tulig, CFP®

David Tulig, CFP®

Wealth Advisor

 

David grew up in a northwest suburb of Chicago. He graduated from St. Norbert College in 2013 with a Bachelor’s Degree in Business Administration and joined Summit Planning Group that May.

At Summit Planning Group, David acts in a lead advisor role, assists in various client meetings, and is responsible for rebalancing client accounts. He is particularly knowledgeable when it comes to social security claiming strategies and recently passed the CERTIFIED FINANCIAL PLANNER Certification Exam.

Outside of the office, David enjoys anything having to do with sports. He grew up playing baseball and basketball, but focused mainly on hockey. While attending St. Norbert, he played three years of varsity hockey and was a part of two DIII National Championship winning teams.

When asked about why he got into the financial planning industry, David accredits his parents’ who taught him the value of saving at an early age. David also jokes that by being the middle child out of three boys, he has been providing advice on a wide range of topics for as long as he can remember.

David and his fiancée, Lauren, will be getting married in June of 2016 and are excited to begin their lives together in Green Bay. In his leisure time, David enjoys playing recreational hockey, reading, traveling, and visiting his family in Chicago.  He also stays active with youth hockey in the area and co-coached the Green Bay Squirt C youth hockey team in 2013-2014

Phone 920-884-9000
Fax 920-884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck