David Fortmeyer
Executive Director & Financial Advisor
As an Executive Vice President at Seventy2 Capital, Dave places a strong emphasis on getting to know the person or people behind the net worth statement to fully understand where they’ve been, where they are, and where they want to be for the rest of their life. He believes that personal relationships matter, and that everyone has emotional triggers that directly impact how they react to investment planning. In addition to helping individuals, Dave assists companies with their employer-sponsored retirement plans. His areas of focus include personal wealth management, pre- and post-retirement planning, traditional and Roth IRA strategies, employer plans, legacy planning strategies, estate distributions, and education planning.
Dave gained over 35 years of experience in the industry prior to joining Seventy2 Capital. Dave began his career at Wells Fargo Advisors and its predecessors, Wachovia Securities and A.G. Edwards, which led to him joining the Optare Financial Partners of Wells Fargo Advisors Financial Network. Dave received his degree in Finance from Ball State University.
Outside of work, Dave and his wife, Rosanne, frequently travel to New York City to visit their other son, Alex. After spending numerous years as an unsatisfied golfer, Dave discovered pickleball (don’t laugh until you try it, and you can call him anytime!). He’s also a lifelong St. Louis Cardinals fan and the devoted owner of a mini Goldendoodle named Mia.