David Ptacek is Vice President and tax planning specialist at Ta-Check Financial. David and his brother, James Ptacek, co-founded Ta-Check Financial in 1997. David also serves as OSJ Branch Manager, supervising over 20 registered representatives throughout the company’s branch office locations.
David graduated magna cum laude from Hillsdale College (Michigan) in 1994 with a bachelor’s degree in Finance and a minor in Mathematics. David is currently registered with FINRA and holds the Series 7, 24, 51 and 63 securities registration; he is an Investment Advisor Representative with LPL Financial.
David has over 25 years of financial industry experience and specializes in developing financial plans for his clients and helping them with their current and future income needs. Having an extensive background in tax preparation and an authentic zeal for numbers and quantitative analysis has allowed David to provide his clients with an effective, holistic approach to their personal finances.
David resides in Avon, Ohio with his wife, Holly, and their three children Marissa, Ryan and Makenzie.