Someone who is trusted and experienced in a particular field and seeks to pass knowledge on to others.
Known for financial expertise and exceptional service, the trusted professionals at Maven Wealth Consulting are sincerely dedicated to sharing their knowledge and helping clients work to reach their financial goals. Maven Wealth Consulting is affiliated with 360 Wealth Management and is backed by the strength and resources of LPL Financial, the nation’s largest independent broker/dealer (as reported in Financial Planning Magazine, 1996-2015, based on total revenue).
About David Medlin, CFP® and Founder
David Medlin is a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of experience in the financial services industry. He launched Maven Wealth Consulting in 2015, forming a strategic relationship with LPL Financial and 360 Wealth Management.
David’s clients benefit from his distinct areas of expertise, including his in-depth knowledge of both the technical and fundamental aspects of investments, as well as the socionomic approach to market analysis. As the Financial Advisor for Maven Wealth Consulting, he works with individuals and business owners to help optimize their strategies for investments, insurance, tax planning, retirement income, estate planning, and charitable giving.
About Diann Irlbeck
Diann Irlbeck is the Operations Manager for Maven Wealth Consulting, and she plays an integral role in David Medlin’s client service team. She joined the company in 2015 after working closely with David at Ameriprise Financial since 2006. Providing clients with a valuable point of contact, Diann supports the firm’s planning and day-to-day activities related to the market and trading. She takes particular pride in building long-term relationships with clients and strategic partners.
The Power of Affiliation