David S. Oldham


Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.