David E. Babulic is a Wealth Advisor & Retirement Plan Specialist at Sikorski Wealth Management Group, an independent financial firm headquartered in Northwest Indiana. His experience stems back to January of 2006, when he joined the firm. Dave holds his Series 7 and Series 66 securities licenses along with a Life, Accident & Health Insurance license. He graduated from Purdue University where he completed a Bachelor of Accountancy in December of 2007.
Dave has always been enthusiastic about working with people and finds enjoyment within the process of building client relationships. Dave focuses on providing comprehensive advice to his clients, on both individual and corporate levels. Individually, this includes investment planning with objectives geared towards developing and implementing an income plan for one’s retirement future. Dave has worked with numerous plan sponsors in positioning their firms to have available the flexibility desired when offering qualified plan options to their team of employees.
Dave hails from Chicago, Illinois, where he still frequently visits his extended family. Thus, he remains a loyal, die-hard fan of the Chicago Bulls. He enjoys watching basketball, UFC events and stays active by running and weight lifting. Dave resides in Valparaiso, Indiana with his wife Sarah, son Trevor and baby daughter Kendenyce.
Dave’s Planning Process: Understand & Gather / Evaluate & Develop / Discuss & Implement