Dave Buchanan is a wealth advisor at Trinity Financial Group with more than two decades of experience. Dave provides comprehensive financial planning as well as investment management. He holds his Series 65 Securities License and is an Ed Slott Elite Advisor. Dave is also an educator with the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country, and serves his community frequently with informational workshops on a variety of topics.
Dave served 6 years in the US Army as a communication specialist prior to graduating from the University of Nebraska with a bachelor’s in Business. After completing his education, he worked for Merrill Lynch until 2002 when he decided to go independent to better serve his clients.
Dave acts as a fiduciary and does what is in the best interests of his clients. His goal is to help inform and empower you to navigate today’s complex financial world. Dave understands that everyone’s situation is unique and has partnerships with estate planning and tax professionals to provide strategies for wealth accumulation and protection.
Trinity Financial Group
8700 Executive Woods Dr #200
Lincoln, NE 68512
Advisory Services Offered Through Change Path LLC an SEC Registered Investment Advisor. Trinity Financial Group and Change Path LLC are not affiliated.