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23 October 2019

David Klepeisz Now an Accruent Equity Partner & Vice President

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David Klepeisz Now an Accruent Equity Partner & Vice President

David has been with the firm for over four years and has grown to manage his own relationships as a lead advisor. 

"I would like to thank my wife, family, and friends for helping me meet this goal. I would also like to thank our clients for welcoming me into their lives to help them meet their financial goals," says the newly minted Vice President.

Please help us congratulate David on this big milestone!

Visit his LinkedIn Profile to Congratulate Him!


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