Our Latest Thinking
SVB Collapse
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and [...]
Now Might Be a Good Time for a Roth Conversion
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax [...]
David M. Kujawa serves clients by designing financial planning strategies which combine your personal and professional priorities to help you pursue successful financial outcomes. Utilizing his education, which includes the Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, and over 15 years of experience, he collaborates with you to turn plans into action. Mr. Kujawa focuses on business owners and professionals to bring together the advanced planning process tied with the art of relationships and priorities of life.
Mr. Kujawa is a Managing Partner of OnPath Financial and is a member of the OnPath Investment Committee. He also leads the insurance and qualified plan business units of OnPath Financial.
Prior to joining OnPath in 2011, Mr. Kujawa was an Associate Agency Manager and Financial Representative with COUNTRY Financial, which began his career within the Financial Services industry. Mr. Kujawa’s additional professional background included Operations Management and Strategic Marketing Consulting focused in the hospitality, pharmaceutical and consumer goods industries.
Mr. Kujawa is currently a board member of the Boys and Girls Club of Elgin, where he leads the Sustainability Committee. He also is deeply involved with his church and local charitable groups serving families who are impacted by pediatric cancer.
Mr. Kujawa received a Bachelor of Science in Marketing from Bradley University and is a veteran of the US Army. He and his wife live in Elgin and have 3 growing boys.