Steve Brunk is the Division Manager for Financial Services. Since 1995, he has guided LD&B clients as they develop and maintain a plan that encourages them to save for their future, protect their loved ones, and reach their financial goals. He is passionate about LD&B’s mission to give back to the local communities. When he is away from the office, Steve enjoys spending time with his family, the outdoors, camping, biking, and all kinds of international cuisine.
Adam Savanick specializes in a comprehensive financial and legacy planning through collaborative discussions with his clients. His passion is helping individuals and business owners navigate challenges and identify the opportunities surrounding retirement and finances. Adam enjoys spending time with his family, at the BBQ pit, or playing a round of golf.
Malachi J. Bontrager takes a client-centered approach as a financial guide. He loves getting to know his clients and learning more about their unique needs. His goal is to point out opportunities, help clients avoid financial pitfalls, and empower them to climb to new heights. Trained as a wilderness guide, Malachi became passionate about finances after taking an investing class in his last semester of university.
Tessa von Lossberg graduated from Bridgewater College in 2020 where she studied Business Administration and Equine Studies. In November 2020, joined the Financial Services Group at LD&B, where she is passionate about providing exceptional customer service.
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DISCLOSURE: Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member, FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Member, FINRA and SIPC. LD&B Insurance and Financial Services and LD&B Financial Group, a DBA of LD&B Insurance and Financial Services, is independent of CFGS. Please be advised that presently Adam Savanick holds the series 6, 7, 63 and 65 licenses AL, CO, FL, IL, KS, KY, LA, MA, MO, MT, NC, NY, OH, OR, PA, SC, TN, TX, VA, and WV. Steve Brunk holds the series 6, 7, 63 and 66 licenses in AZ, CO, DC, DE, FL, IN, KS, MD, NC, PA, TX, VA, WI, and WV. Malachi Bontrager holds the series 7 and 66 licenses in VA and WV. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Adam, Steve, or Malachi before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal.
For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures