Our Advisors

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 on how to 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 financial services. Dave immediately focused on building relationships with his 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 the 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. Over the years, Dave has been honored by Primerica for his accomplishments with the company.

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 1992 while attending Kent State University for accounting. While in college David obtained his life and health insurance license as well as his property and casualty insurance license. He became securities licensed in May 2000.

David has been serving clients with a determined goal to assist them with their objectives to comfortably retire. His goal – one that is shared with his father and brother – is to ensure his 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 started part time with Primerica in 2000 with a life insurance license. In 2005, Michael obtained his securities license and incorporated investments into his business.

Now, years later, he can’t imagine working anywhere else. As office manager, Michael provides IT and customer service support to ensure the business runs smoothly in addition to ensuring his own clients’ needs are met. Michael is proud to be part of the Newman Team and looks forward to what 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 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.

O: 419-865-0608
C: 419-930-7842
E: tylerblairbinkley@primerica.com

Scot Brzozka
Series 6, 63 , 65
Financial Advisor

I started with Primerica in 2008. In 2010, I expanded my business to include investments so I could assist his clients with building wealth and saving for retirement.

I am committed to delivering financial advice and solutions to clients with highest integrity. Creating customized strategies gives my 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 all of my clients.

O: 419-865-0608
C: 419-367-3961
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 BSBA 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 my clients throughout all of life’s financial phases. The three phases are the accumulation phase, protection phase, and the distribution phase that will lead them to a successful retirement.

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

Ken Noaker
Series 6, 63, 26
Financial Advisor

I was introduced to Primerica in 1986 and decided to pursue a career in financial services.

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.

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

Gregg Siravo
Series 6, 63
Financial Advisor

My career has always been centered around customer service or supervision. I began my career in retail management with the last 40 years working for a large agricultural company.

I became involved with Primerica about 30 years ago. It has been an honor to work with so many families to help them accomplish their 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 an investment plan that is designed to address your individual situation. My passion, commitment, and efforts are focused on you the client and your peace of mind.

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

For additional information about an advisor, including licenses and state registrations, please visit www.BrokerCheck.com.

OUR SERVICES

At Newman Financial, we service both individual and employer plan markets, one client at a time. We provide goals-based strategies designed to meet our client’s objectives. Our process is simple: we stay close to our clients during the adoption of our services 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 that help us serve your investment needs. Securities are offered by PFS Investment Inc., with investment products and services that include:

Retirement Income Planning
Education Planning
Mutual Funds
Variable Annuities
Business Retirement Plans
Traditional and Roth IRAs
529 Plans
Fee-based Managed Accounts

The individuals identified as Newman Financial are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.

A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.

The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.

Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.