David Wright, WMS
Login to view DISC.David 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.
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