The Wealth Design Consultants Team

Dave Holaday David W. Holaday, ChFC, CAP ®
For more than 25 years David Holaday has provided consulting services in the areas of tax, charitable & wealth transfer planning. He has served individuals, independent estate planning professionals, financial institutions, & charitable organizations. With a national reputation for developing unique and comprehensive solutions for complex family situations, Dave collaborates with the client's existing tax, legal, insurance & investment advisers. Prior to founding Wealth Design Consultants, he co-founded and later sold The Wealth Design Center (a technology, training and consulting firm).

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David Holaday has over 25 years experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC, which offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. Clients of the firm include lawyers, financial advisers, family offices and charities. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client's existing tax, legal, insurance, and investment advisers. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company. Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services.

Areas of Expertise

  • Individual wealth transfer strategies
  • Insurance and estate tax planning
  • Business succession planning
  • Wealth preservation and diversification
  • Cash flow planning and integrated financial forecasts
  • Planned gift design and marketing
  • Family foundations

Significant Accomplishments

  • Provides consulting on wealth transfer, estate tax, and philanthropic strategies to professional advisers across the nation.
  • Provided back-office comprehensive estate design and client presentation services for over 500 family situations involving over $5 billion in assets.
  • Created technology solutions to aggregate and integrate client financial, estate, tax, and cash flow information and licensed the technology to top planning firms across the nation.
  • Created business processes and support systems for wealth advisers and offered these through seminars across the nation.
  • Provides charitable and estate planning consulting services on behalf of charitable organizations to major donors.

Articles and Publications

  • Author, "Exit Plans for Financed Life Insurance: Preparing to "Cross that Bridge" Before Coming to It," Journal of Practical Estate Planning, August/September 2006.
  • Co-Author, "Combining Life Insurance and Annuity Policies to Create a Financial Engine for a Nongrantor CLAT," Journal of Practical Estate Planning, August/September 2004.
  • Author, "Charity-Owned Life Insurance and Investment Capital: The Good, the Bad, the Ugly," Journal of Practical Estate Planning, October/November 2004.

Education and Professional Involvement

  • Chartered Financial Consultant (ChFC), American College, 1994
  • B.S. Chemical Engineering, University of Virginia, 1976
  • Member Association for Advance Life Underwriting
  • Member Planned Giving Group of Indiana (Past President)
  • Member International Association for Advisors in Philanthropy

Greg Trump Greg Trump, CFP ®
As a senior case analyst for WDC, Greg is involved with all aspects of fact finding, case design, analysis & client illustrations. Greg brings over 10 years of experience in advanced case design and is intimately familiar with our planning software & case development process. He has direct contact with our partners and plays a primary role in the development & completion of client deliverables. Greg graduated from the Purdue University Krannert School of Management in 1999 with a BS in Finance & Management. He received his Certified Financial Planner designation from the Certified Financial Planning Board of Standards.

SheilaHenline Sheila Fishback
As the Strategic Coordinator for WDC, Sheila brings over 20 years of administrative & management experience. She has worked closely with employees, local charities, executives and high profile clients. Sheila handles a wide range of duties, including development and implementation of marketing projects, accounting, technology, executive support and office management. Sheila graduated from Purdue University, School of Technology in 2001 with an AS in Organizational Leadership and Supervision.