Meet The Team

David Yaegers, Sr. CFP®

(941) 923-7475

(941) 923-7637

david.yaegers@lpl.com

I graduated from Xavier University in Cincinnati, Ohio, in 1963, with a degree in Business Administration. After serving in the Army with a deployment in Korea, I returned to the USA and worked in the home office of an insurance...
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David Yaegers, Jr. CFP®

(941) 923-7475

(941) 923-7637

david.yaegersjr@lpl.com

I joined Yaegers Financial Services in November of 1997. I obtained my undergraduate degree from Bowling Green State University in Bowling Green, Ohio and a Master's degree from the U.S. Army War College in Carlisle, Pennsylvania. I...

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William Yaegers, CFP®, MBA

(941) 923-7475

(941) 923-7637

william.yaegers@lpl.com

I joined Yaegers Financial Services in March 2009. After graduating from Riverview High School in 1993, I attended the University of Florida where I earned my Bachelor’s degree in Finance in 1997 and my M.B.A. in 2005. Upon...

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Rebecca J. Olmstead

Licensed Administrative Assistant

(941) 923-7475

(941) 923-7637

rebecca.olmstead@lpl.com

I’ve been a part of the YFS team, as an Administrative Assistant, since the fall of 2013. I was born and raised in Binghamton, New York and attended Johnson & Wales University in Charleston, SC. I lived in Atlanta, Georgia from...

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ABOUT LPL FINANCIAL

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.