I have spent my life working in service to others, whether in the United States Navy or through 30 years of building my own business from the ground up. I grew up in Agoura Hills California and now serve clients in Arizona and California. My years as a bosuns mate and as a long-time business owner taught me discipline, responsibility, and the value of helping people with honesty and consistency.
I entered financial services after seeing how often families and small business owners lacked structure in their planning. I wanted to serve as a steady professional who helps people make decisions that support their stability, dignity, and long-term goals. Integrity and service guide every conversation I have with clients.
Outside of work, I enjoy powered paragliding, martial arts, and creating things with my hands.
I welcome the chance to learn about your goals and begin planning a path that fits your needs and your future.
Financial RepresentativeDavid Rose
I have spent my life working in service to others, whether in the United States Navy or through 30 years of building my own business from the ground up. I grew up in Agoura Hills California and now serve clients in Arizona and California. My years as a bosuns mate and as a long-time business owner taught me discipline, responsibility, and the value of helping people with honesty and consistency.
I entered financial services after seeing how often families and small business owners lacked structure in their planning. I wanted to serve as a steady professional who helps people make decisions that support their stability, dignity, and long-term goals. Integrity and service guide every conversation I have with clients.
Outside of work, I enjoy powered paragliding, martial arts, and creating things with my hands.
I welcome the chance to learn about your goals and begin planning a path that fits your needs and your future.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
