
David Alonzo
David is a Financial Advisor with over twelve years of experience currently serving the Northwest Indiana area. Through an assessment of his clients' financial goals, David helps individuals and their families develop long-term financial strategies to help put those goals in sight.
Prior to joining the BMO team, David earned a finance degree from Ball State University, in Muncie, Indiana. He is a CERTIFIED RETIREMENT COUNSELOR® and holds securities licenses 7 and 66, along with his life insurance license. David lives in Munster with his wife and child.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management