May 18-20, 2010
Day 1: Laboring Over Long-Term Care Insurance
Day 2: Examining Estate Planning andEstate Taxation
Day 3: Analyzing Annuities and Retirement Finances
(Choose either 1:00-3:00pm OR 7:00-9:00pm)
Location:
The Wellesley Clubhouse
3601 Lauderdale Drive
Richmond, VA
Reservations Required:
Call 804-912-2934 (24hrs)
DavidGentry@1APG.com
For more information, check out our postings on Facebook and LinkedIn.
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David Gentry
Office Open Since: February 2006
APG Franchisee Since: January 2010
Location: Richmond, VA
Phone: 804-912-2934
How Gentry Got Started With APG…
American Prosperity Group franchisee David Gentry joined the APG team in 2009 and his office in Richmond is already hopping with activity. Gentry attended Georgia State University and received a degree in business administration with a concentration in accounting. He started working in public accounting straight out of college and became certified as a CPA. Over his 27-year career, Gentry gained valuable experience in public accounting and became a key corporate player for Circuit City as the division controller of the west coast and also in operations in the southern division. From there he segued into a strategic planning role, where he assisted in new store development, market area sales projections and economic analysis. After more than 12 years with Circuit City, Gentry took a position running the global finance costing group at Capital One Financial Services, Inc. - playing a key role in developing the enterprise-wide costing philosophy. He later transitioned into a position supporting Capital One’s corporate infrastructure. Eventually, David decided to pursue other career opportunities - which led him to American Prosperity Group.
How Gentry Discovered APG…
While networking and researching job opportunities, Gentry repeatedly heard that he needed to consider franchising. He had been interested in opening a consulting firm in order to fully utilize his finance skills, and thought this good advice. Initially he was skeptical about finding work in financial planning - having had some bad experiences with financial advisors - but Gentry watched the APG introduction video and found he had more interest than he thought he would have in the concept. He set up an initial conversation with Mark Charnet, who urged David to include his wife Angela in the discussion as well. Gentry was impressed with what Mark presented to him during their conversation. He was intrigued with the up-front client education and ability to address all aspects of retirement, wealth preservation and risk management within a single financial framework. After considerable due-diligence on his part, including meeting with current franchisees, Gentry signed on as a franchisee himself.
Something Interesting About Gentry’s Story…
Gentry and his wife, Angela are happily married and have three children: Lydia, Michelle, and Matthew. As a family, the Gentrys like to camp and fish. David’s daughters, Lydia and Michelle, are very involved in dance and Matthew loves to play all sports.
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