David Jacobberger has been working with our office for over 6 years and has a Bachelor's degree in Finance from UCCS. While helpful in many areas in our office, he specializes in Trading Fee based accounts on our Schwab platform and conducts portfolio changes when they occur. Additionally, David is an integral part of the Financial Fund/Portfolio change committee regarding future changes. He brings to PWA the energy and sharpness of a young man, along with reliability, competence, responsibility, and integrity. We appreciate his assistance in these important areas of service and are thankful to have such an asset on the PWA Team.