Our Team

David is the owner of Discovery Financial, LLC and Registered Principal with the broker dealer firm, LPL Financial. He is a fee for service LPL Investment Advisory Representative, and his areas of specialty include Succession Planning,...

Matthew joined Discovery Financial, LLC in December of 2012 as an LPL Financial Advisor. Matthew has six years of experience in financial planning, specializing in Wealth Accumulation Strategies, Retirement Plans, Life Insurance and...

Jonathan Wendt joined our team in December of 2013. Jonathan has an important position at Discovery Financial as our Client Services Associate. He has extensive research and customer service experience and acts as our liaison between...

Angela has worked extensively in the insurance industry for over 15 years. Her areas of specialty are Legacy Planning, Long-Term Care and Disability Income. Her career has encompassed areas of sales and practice management, extensive...

Vivian Muilenberg joined the Discovery Financial, LLC team in February of 2015 as an Administrative Assistant. She is in charge of Discovery Financial’s marketing and coordinating of client appreciation events. Vivian also...

Amy Rogers joined the Discovery Financial, LLC team in June of 2018 as our receptionist and Client Relations Manager. She provides excellent customer service to our clients as the first point of contact, assists with marketing efforts,...