About David Gaylor
David Gaylor is a 25-year veteran of the financial services industry and has spent his career helping boomers and seniors save and invest for their financial goals and retirement destination. David founded Tradewinds Financial Group, Inc. in 2002 specifically to serve the wealth management and retirement planning needs of residents of the Miami Valley.
David takes pride in having protected his clients from the two worst market corrections since the Great Depression, and makes it his goal to ease the financial concerns his clients face on the journey to their retirement destination. He knows how important it is to find the right blend of growth and safety that is unique to each client, and therefore focuses on two main goals: making sure clients know the importance of protecting their principal investment, and utilizing a unique three step process to plan, protect and preserve retirement assets and help clients reach their retirement destination.
David came from humble beginnings and has a passion for serving the needs of the retired and those near retirement. Through family members he witnessed first hand the devastation that a loss of income can mean to a surviving spouse, and the difficulties associated with loss due to excessive risk, taxes and fees during retirement. He began his financial services career in the late 1980s, and in 1990 began to pursue his goal of helping retirees protect their life savings. David has been helping Ohio residents on their retirement journey ever since.
David has published multiple books on financial and retirement planning, and is a member of Ed Slott’s Master Elite IRA Advisory Group. The Ed Slott Master Elite Advisor designation is exclusive to group of 300 financial professionals in the industry who have dedicated themselves to be leaders in the IRA industry, they are trained by Ed Slott, CPA, America’s IRA Expert. To request a complimentary copy of David's latest book "Income Allocation" Click here.
David is a lifelong resident of Sidney, Ohio, and is married to his high school sweetheart, Mitzi. Together they have three children, Aubrey, Abigail and Brady, and one grandchild, Leia. His oldest daughter works for the family business and his son is planning to join the firm in the fall of 2014 after attending Mount Union University and studying finance and marketing.
To learn more about David's investment philosophy click here: Click here