David Snyder
Vice President, Retirement Planning
- Role
- Vice President, Retirement Planning at Mdrn Capital
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About David Snyder
Vice President of Retirement Planning. I am a Financial Advisor/Retirement Planner with…
Experience
Vice President, Retirement Planning
Apr 2025 — Present · Cincinnati, OH, US
I help individuals and families who are nearing or already in retirement build personalized strategies for income, investments, tax planning, and estate considerations. I also have extensive knowledge in life and disability insurance planning for individuals and businesses.MDRN Capital is an independent wealth management firm focused on helping clients navigate retirement with clarity and confidence. We provide tax-efficient retirement planning, investment management, estate planning guidance, and coordinated financial strategies tailored to the retirement stage of life.
Education
The American College of Financial Services
Chartered Life Underwriter
The Ohio State University Moritz College of Law
Doctor of Law (J.D.)
1989 — 1992
Indiana University Bloomington
B.A., Telecommunications, Business
1986 — 1989
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