About David Wayne Wimer

David helps others find financial steadiness, courage, and clarity—especially when business life changes suddenly and unexpectedly from death, divorce, disability, or distress.

He draws upon more than forty years of experience as an entrepreneur and trusted financial advisor. David helps family business owners navigate through these emotionally charged moments. His decision-support focuses on the practical realities associated with critical financial change situations: sale, turnaround, acquisition, inherited assets, or sudden wealth.

“Meeting you where you are, my work is simply this: to bring light to the path ahead, one person, one decision, one life at a time.”

“There are moments when life comes at you fast and everything changes, often without warning,” David states. “In those times I deliver a voice of reason, calm, a path forward, and comfort that you’re not navigating alone.”

Uniquely qualified by his firsthand business experience in times of transition, David offers insight into unseen possibilities, illuminating options and paths forward where none previously existed.

“Most times, we face situations that have never been faced before. It is in those situations my service to others shines.”

David is a trust investment advisor, entrepreneurial investor, author, national instructor, storyteller, and songwriter. Married to his high-school sweetheart, Toni, for over 50 years, he is the father of four and grandfather of seven. His personal mission is aligned with his work: My Work Is My Prayer, which guides him when serving others as a trusted advisor.