David J Quick, CPA

Direct: 214-295-5571

Email:dquick@ProsperPlanning.com

David J. Quick, CPA

President

Dave graduated with honors from the University of Missouri-St. Louis in 1981, where he received a Bachelor of Science in Business Administration and a Minor in Economics.  He has over 26 years experience advising clients on complex financial matters.  He began his career working as a Certified Public Accountant where he ultimately became a Senior Manager of Price Waterhouse, one of the world’s largest and most respected accounting, tax, and consulting firms.

Building on his strong financial background as a CPA, Dave became licensed to serve as a Financial Advisor in 1992.  Since that time, he has assisted clients in developing comprehensive personal financial plans that go far beyond appropriate investment selection.  He strives to assure that he and his team of qualified advisors deliver comprehensive planning solutions that combine tax planning, estate planning, and solid investment strategies to achieve his clients’ goals and dreams.

Dave is dedicated to better educating and assisting individuals who are concerned with retirement financial planning issues.  Over 7,000 retirement minded individuals have attended his financial workshops over the last few years. 

Daniel J. Bollner, MBA

Direct: 214-295-6044

Email:

dbollner@ProsperPlanning.com

Daniel J. Bollner, MBA

Director-Life Time Financial Strategies

Daniel J Bollner received a Bachelor of Science in Business Administration from the University of Missouri – St. Louis, and earned a Masters of Business Administration from Southern Illinois University – Edwardsville.  Most recently, he completed the Certificate Program in Financial Planning at Southern Methodist University.  Mr. Bollner has over thirty years of financial management experience in the Banking and Energy industries.  His broad business background included major US banking operations to international business development.  At the time of his early retirement from ConocoPhillips Oil Company he was a Vice President of their Australian subsidiary and Country Manager for their businesses in Indonesia.

Building on his strong network of business relationships, Mr. Bollner is developing a client base that, like him, know from experience the value of professional financial planning.  He has successfully made the career transition from financial executive to executive financial planner.  He truly identifies with the challenges of the transition from a regular pay check to managing your money for the rest (and best) of your life.

Dan Bollner is dedicated to better educating and assisting individuals on their path to financial security.  He has the experience and qualifications to walk with you on the exciting path to fulfilling the next phase of your life.