David Lloyd

Managing Partner

David is a managing partner at Laszlo Rigsby Advisory.  He approaches all aspects of his role in a diligent and committed manner, upholding the highest fiduciary standards.  Since the founding of the firm in 2012, David has worked to provide objective and impartial advice in all aspects of financial planning and wealth management.  He currently holds Series 7 & 66 securities licenses, qualifying him to work as an investment advisor representative. 

His extensive experience managing employer group benefits, allows small and mid size firms to retain key employees while implementing cost and tax containment strategies.  David's collaborative approach, integrating payroll and accounting, streamlines the administrative and regulatory burden of employee benefits.

David's interet outside the office include Crossfit, cycling and rock climbing.

Phone 219-736-5010
Fax 219-755-6653
Mobile Phone 219-961-2526