David R. W.
Independent Consultant – Meeting clients where they are and guiding them to where they want to be. Providing tailored education, optimizing expenses, and enhancing outcomes along the way.
- Role
- Small Business Consultant at Colorado Sbdc Serving Larimer County
- Location
- Fort Collins, CO, US
- LinkedIn followers
- 500 followers
About David R. W.
Independent consultant specializing in the transparent RFP process for selecting 3(21) and 3(38) Retirement Plan Investment Advisors, ensuring the chosen advisor delivers comprehensive retirement plan services at fair fees, with effective fiduciary oversight. Offers skilled, comprehensive small business consulting, including business plan development, marketing, and financial analysis, with guidance on recruitment, employee engagement, retirement plan education, start-up assistance, and business succession planning. My mission is to protect the financial well-being of both employers and employees while enabling Investment Committee members to fulfill their fiduciary duties through ongoing advisor oversight. This commitment includes empowering entrepreneurs and existing business owners in launching and improving their firm\'s operations. I hold an MBA from CU Denver and the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant® (PPC®) designations. While based in Colorado, my virtual service model enables me to support clients nationwide.
Experience
Small Business Consultant
Colorado Sbdc Serving Larimer County
Mar 2024 — Present
At Larimer SBDC, I work with entrepreneurs, new business owners, and expanding small businesses to elevate their ventures. I provide assistance with startups, business plan development, cash flow analysis, marketing strategies, and information regarding Colorado\'s 2024 retirement plan requirements.
Education
University of Colorado Denver
Master of Business Administration - MBA
1997 — 1999
Fort Lewis College
Bachelor's degree
1989 — 1993
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.