Your Trusted Wealth Management Partner

At The Family Tree Wealth & Legacy Group, we instill the values of transparency, honesty and empathy into all of our client relationships. We want each client to feel like their needs and goals have been heard and to fully understand the recommendations proposed. While we go deep on insurance strategies, we also offer a team approach, incorporating the outside expertise of our investment, legal and tax partners.

Meet David

Founder and Insurance Professional

As a nationally syndicated weekly radio host for the Safe Retirement Income show, David B. Doerr has assisted many people in helping to secure their retirements. David helps clients, accountants and business owners by sharing his knowledge about the basics of advanced insurance planning, leading them through a process to identify what is suitable for their unique situation. He has relationships with financial advisors, accountants, CPAs and attorneys to help with investment, tax and legal matters when the need arises.



He has worked in the financial services industry since 1976 and has served thousands of clients, helping them protect their assets, reduce risk and leave legacies. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations. He received industry recognition with a Life Membership in the Million Dollar Round Table, earning both Court of the Table Honors and Top of the Table Honors.