Meet Your Team

For over 15 years, the team at Garner Financial Solutions has been helping their clients simplify complicated financial decisions allowing them to focus on living their lives with less financial distraction. David earned his bachelor’s degree from the Middle Tennessee State University and holds the designation of Certified Financial Planner™ practitioner. David enjoys spending his time hiking, running, and playing golf. He currently lives in Tampa, FL with his wife, Sharyn, their five children and Charlie, the family dog.    

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Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Joscelyn Armstrong joined the Cambridge Source Office Assistant program in 2022. Joscelyn assists financial professionals with account management, reporting and planning, communication, and client management. Additionally, she has completed the Cambridge Client Service Excellence (CCSE) bronze certification. She currently lives in Bonaparte, Iowa and spends her free time writing, reading, playing with her animals, and visiting with family.   

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Alexis Kiefer has been part of the Cambridge Source Office Assistant Team since August 2021. Alexis assists financial professionals with account management, reporting and planning, communication, and client management.  Additionally, she has completed the Cambridge Client Service Excellence (CCSE) bronze and silver certification. Alexis is a graduate of Indian Hills Community College, where she earned her Associate of Applied Science degree in Office Management.  She currently lives in Fairfield, Iowa, where she enjoys spending time with her cat, friends, and family.