BrokerCheck

WHO WE ARE

R. Dave Newman
Series 6, 63, 65, & 26
Financial Advisor

Dave started his professional career as a real estate broker with his own firm. He was introduced to Primerica by an old high school classmate. When he saw how Primerica educated people, and helped them become properly protected, debt free and financially independent, using a common sense approach, he joined.

In 1983, he sold his real estate business and went full-time into the financial services industry. Dave immediately focused on building relationships with clients.

This is truly a family business for Dave as both his sons, David and Michael, are in the business with him. They help enhance client experience.

Dave and his team of advisors have been serving the financial needs of clients for decades. He is proud of his diverse team and their work in building this business alongside him.

O: 419-865-0608
E: davenewman@primerica.com

David P. Newman
Series 6, 63
Financial Advisor

David had grown up around the business for most of his life with his father being with Primerica since 1983. David has lived in Toledo all his life. He graduated from St. John’s Jesuit High School in 1989 and then attended Kent State University.

He joined Primerica in 1993 while attending Kent State University for accounting. He became securities licensed in May 2000.

David has been serving clients with a determined goal to assist them in achieving their financial goals. His goal – one that is shared with his father and brother – is to help clients become debt free, properly protected and financially independent.

O:419-865-0608
E: dnewman@primerica.com

Michael A. Newman
Series 6
Financial Advisor

Michael joined Primerica in 2000. In 2005, Michael obtained his securities license.

Now, years later, he can’t imagine working anywhere else. He ensures each clients’ needs are met. Michael is proud to be part of Newman Financial and looks forward to whatever the future brings with Primerica.

O: 419-865-0608
E: mnewman@primerica.com

OUR TEAM

Tyler B. Binkley
Series 6
Financial Advisor

I graduated from Springfield High School in Holland, Ohio, in 2012, and while in high school I participated in activities such as baseball, choir and drama club. Choir and drama club were a natural fit seeing as my father had been a professional musician for over 40 years entertaining across the country opening for acts such as Crosby, Stills and Nash and America. I enjoyed performing with my father and with my musician friends from the fraternity.

My goal for each client is to help them feel confident in their financial decisions by developing an easy-to-understand investment strategy. These strategies will help them navigate retirement planning and other important life events. My experiences and financial insights are shared with you to help address your critical questions about investing.

Building long-term client relationships is critical to achieving my goal of making a difference in the lives of the clients I serve. I am committed to being accessible to support you in your investment decisions and to work with you to implement changes as they become necessary.

C: 567-277-0354
O: 419-865-0608
E: tylerblairbinkley@primerica.com

Scot Brzozka
Series 6, 63 , 65
Financial Advisor

I obtained my securities license in 2010, and expanded my business to include investments so I could assist clients with building wealth and saving for retirement.

I am committed to delivering financial advice and solutions to clients with the highest integrity. Creating customized strategies gives clients confidence as they navigate retirement planning and other important life events.

I am dedicated to being accessible to support you in your investment decisions and to work with you to implement changes as they become necessary. My goal is to create a long-term relationship with every client.

C: 419-367-3961
O: 419-865-0608
E: sbrzozka@primerica.com

Kris Kronbach
Series 6 , 63
Financial Advisor

I have been with Primerica for over 23 years. I grew up in the City of Toledo, Ohio where I reside today.

I continued my education graduating from Xavier University with a B.S.B.A. degree in Marketing in 1983. After graduating I made a bold decision and moved to Colorado Springs, Colorado where I worked as a warehouse manager for a large retail clothing company.

My mission is to help clients achieve their financial goals. I work with you to identify and select investment strategies that can help you accumulate assets and preserve assets through proper risk management and asset allocation.

C: 419-215-9969
O: 419-865-0608
E: kriskronbach@primerica.com

Ken Noaker
Series 6, 63, 26
Financial Advisor

I was introduced to Primerica in 1987 and decided to pursue a career in the financial services industry.

I have been honored to have spent more than three decades in this business helping clients achieve their financial goals.

Building long-term client relationships is critical to achieving my goal of making a difference in the lives of the clients I serve. I am committed to being accessible to support you in your investment decisions and to work with you to implement changes as they become necessary.

C: 419-344-5126
O: 419-865-0608
E: knoaker@primerica.com

Gregg Siravo
Series 6, 63
Financial Advisor

My career has always been in customer service or supervision.

I have been with Primerica for over 30 years. It has been an honor to work with so many families to help them accomplish their financial goals.

My mission is focused on getting to know and understand your personal needs, and long-term goals. I want to help you develop and implement a retirement plan that is designed to address your individual situation. My passion, commitment, and efforts are focused on you and your
peace of mind.

C: 419-344-9505
O: 419-865-0608
E: gsiravo.mv791@primerica.com

James E. Morgan
Series 6, 63 , 26
Financial Advisor

Jim’s career has always been about service to clients.

He graduated with College Honors from the University of Toledo in 1973 with a B.A. and from the University of Toledo, College of Law, in 1976. His professional experience includes a partner in the law firm of Brown, Baker, Schlageter & Craig from 1987-2001 and as a Managing Partner from 1998-2000. He has also served as a Judge Advocate General Officer in the Ohio Army National Guard from 1979 to 2005, retiring as a Lieutenant-Colonel and Military Judge. He joined Primerica in 1986.

His mission is to serve clients by educating and assisting them in the achievement of their financial goals as they go through life.

C: 419-290-6501
O: 419-865-0608
E: jmorgan.mu364@primerica.com

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OUR SERVICES

At Newman Financial, we service both individual and small business retirement plans, one client at a time. We provide goal-based strategies, designed to meet each client’s objectives. Our process is simple: we stay close to clients and are available for follow-up when needed. Service and ongoing communication are cornerstones of the Newman Financial client experience.

We have a wide range of options to help serve your investment needs. PFS Investments Inc.
offers brokerage and advisory services. Services available include:

• • • • Retirement Income Planning
      • Mutual Funds
      • Annuities
      • Small Business Retirement Plans
      • Individual Retirement Accounts (IRAs)
      • 529 Plans
      • Fee-based Managed Accounts