D R Johnson Financial Service

At D.R. Johnson Financial Services, we're committed to providing the knowledge, tools, and strategies to achieve your financial goals through prudent financial planning, investments, and insurance. Our team of experienced professionals is dedicated to being an honest resource for helping you succeed. Your financial success and happiness is what drives us.

Our Mission

Our mission is to help you feel happy and secure through customized planning and arrangement of your financial affairs. With over 35 years of experience, our founder, David R. Johnson, CFP, CLU, Ch. F.C, has built a reputation for providing trusted financial advice and guidance to clientele. Our goal is to empower you to make informed decisions about your finances, ensuring you achieve your long-term financial goals.

David R. Johnson, CFP, CLU, Ch. F.C

As a Financial Planner and founder of D.R. Johnson Financial Services, David has spent decades guiding clients through the complexities of modern life. With a passion for ongoing education, David continues to upgrade his knowledge, earning several industry designations to better serve his clients. When not working, David enjoys golfing, biking, and spending time with his family.

Steven D. Johnson, CFP, PFP

As a Financial Planner and Investment Advisor, Steven helps clients daily by providing advice on virtually everything related to their financial lives. With a focus on client-centricity, Steven is dedicated to making clients feel organized, empowered, and confident about their day-to-day financial situation. Outside of work, Steven enjoys spending time with his wife, two young sons, and friends.

Sarah Lifford, B.A. Financial Advisor

Sarah enjoys working with clients to develop goals and create personalized roadmaps for achieving them. Her objective is to empower clients to make informed decisions about their finances. With a focus on personal development, Sarah continues to pursue ongoing education and designations. In her spare time, Sarah enjoys reading, completing DIY projects, and volunteering in the community.

Alison Kuntz, BA, CHS Administrative Assistant & Insurance Specialist

As our in-house insurance expert, Alison provides assistance with various risk management solutions, including life insurance, disability insurance, critical illness insurance, and more. With a degree in working with children with special needs and multiple designations related to the insurance industry, Alison is dedicated to helping clients understand and manage their insurance programs. In her free time, Alison enjoys volunteering in the community and pursuing hobbies.

At D.R. Johnson Financial Services, we believe that financial success is not just about numbers; it's about people. We're committed to providing personalized service, expert guidance, and ongoing support to help you achieve your financial goals.