David Wright, WMS
Captain · DISC type DSDavid Wright is a founder of three companies, including RetireWise Pro Technologies, an AI-augmented retirement planning platform. A former FMO executive, he specializes in optimizing sales systems for financial advisors and holds a Series 65 license. He leverages his background in distribution to build technology that enhances advisor performance and client clarity.
Based in Saline, Michigan, David co-founded the family-owned Northern Lakes Insurance & Wealth. He enjoys outdoor recreation, mentioning in a post that he was packing up his four-wheelers to head north for a weekend, a popular pastime for Michigan residents. He balances his entrepreneurial ventures with personal time and home life.
He built a virtual insurance and wealth practice from the ground up, designed to operate efficiently at scale through a digital-first infrastructure.
Read the full overview →How David shows up
They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.
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Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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