David Trumbo

Client Service

Joining the team in 2023, David brings around 20 years of customer service experience and approximately seven years in sales, primarily within the Property and Casualty Insurance and Travel industries, with additional experience in Real Estate. As a Client Service Associate at Precision Wealth Strategies, he is passionate about assisting clients in navigating their financial journeys with compassion and enthusiasm. Whether facilitating account setup, processing requests, or providing ongoing support, David is committed to delivering a seamless, high-quality experience. His client-first approach is rooted in actively listening to clients, understanding their unique circumstances, and optimizing operational efficiency to ensure a smooth and effective process.

Outside of his professional role, David enjoys spending quality time with family and friends, immersing himself in the outdoors, visiting the range, and occasionally hunting. Having visited 17 states, two of which he resided in, David has developed an appreciation for travel. He also enjoys attending Blues and Cardinals games when the opportunity arises. David finds fulfillment in volunteering within his church community and strives for continuous personal and professional growth. An avid lover of cooking and exploring new culinary experiences, David’s favorite meal is Beef Wellington with Sticky Toffee Pudding, enjoyed at Gordon Ramsay's Hell's Kitchen.