David Nagy is a financial advisor at SRS Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with SRS Wealth Management since 2017. In addition to his advisory role, he is actively involved with Successful Solutions, LLC, where he engages in traditional life and health insurance sales. SRS Wealth Management provides fee-based advisory services primarily through referrals to third-party money managers and offers financial planning and retirement plan advisory services. The firm also conducts educational seminars, workshops, and newsletters as part of its client engagement.

Michael Elizondo is a financial advisor at SRS Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior experience in the United States Navy Reserves from 2014 to 2022. Outside of his advisory role, he is active in insurance sales through Successful Solutions, LLC. SRS Wealth Management provides fee-based advisory services by referring clients to third-party money managers and delivering financial planning and retirement plan advisory work. The firm also offers educational services such as seminars, workshops, and newsletters as part of its client engagement.