Our Team

Our Team

David Goins, CFP®

Dave has been a financial advisor since 1993, having been associated with major New York wirehouses and a large Midwest-based firm before establishing Goins Wealth Strategies in 2009. He is a 1984 graduate of the U.S. Naval Academy and served eight years as a naval officer. Dave is an Investment Adviser Representative of Commonwealth Financial Network®.

Dave realizes that service, competency, and experience are indispensable components to the relationships he shares with clients. A major value he provides is helping clients turn their vision and dreams into reality by understanding them on a personal level and then employing sound, conservative planning strategies. He also understands that the financial media overwhelms people with information, most of which is meaningless, confusing, and often self-serving. He seeks to filter out the "noise" and keep the client focused on the things important to them. He hopes that Goins Wealth Strategies exceeds your expectations and that you find the experience to be outstanding.

Dave is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, and have successfully completed financial planning coursework and have passed the CFP® certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

Dave is a member of the Board of Directors of Memorial Health Foundation and also volunteers as a U.S. Naval Academy Blue and Gold Officer, providing information and conducting admissions interviews with Columbus area candidates to the Naval Academy.

On the home front, Dave is very proud of his wife, Teresa, an education administrator; son, Kyle, also in the practice; and Regan, who is an actress based in Austin, Texas. 

Kyle Goins, CFP®

Registered Associate

Kyle is a 2013 graduate of Capital University and joined the firm full-time after working on a part-time basis for two years. He holds the FINRA Series 7 and 66 securities registrations and Ohio Life, Health, and Variable Annuity licenses. In addition to managing the office administrative and service operations, Kyle is extensively involved in our financial planning and client review processes. 

Kyle is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, and have successfully completed financial planning coursework and have passed the CFP® certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

Kyle is an avid golfer, devoted to fitness, and umpires and coaches youth travel baseball. He is a member of the Union County Chamber of Commerce Leadership Institute and is active in the Chamber's Young Professionals group. Kyle also enjoys volunteering as a marshal at The Memorial golf tournament at Muirfield Village.