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Our Team

Your Dedicated and Knowledgeable Team

At Brightway Wealth Management, our integrity, knowledge, collaboration, and strong sense of faith and family are the foundation of everything we do. We believe in serving our clients with the utmost transparency, honesty, and care. We are dedicated to helping you achieve your full financial potential.

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David M. Haldeman 

Financial Advisor

I joined the Brightway team in January 2022 because I wanted to use my analytical skill sets to help others more than I was in my previous role. I graduated from Northern Illinois University with a bachelor’s degree in mechanical engineering. I worked for a manufacturer for nine years wearing many hats, most recently as their Facility Engineering Manager.

When I think about the parts of this career that are the most fulfilling to me, seeing clients walking away from our reviews with new financial confidence always seems to be the center of my answer. No two households are alike, and I love making each blueprint to construct individualized solutions and strategies.

Outside of the office on weekends, you will find me with my beautiful family, at church, or hopefully on the golf course! I married my amazing wife, Alexandra, in 2020 with whom we share a son, William, born in 2021. We are expecting our second child, a girl, in September of 2023. Faith has always been the center of our relationship, and I know that is what led me to this role at Brightway.

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Anna Fagan

Operations Manager

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Phyllis Czerniakowski

Client Service Associate

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Kristine Hufford

Client Service Associate

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Jennifer Smith

Client Service Associate

Our Extended Team

Our affiliation with Kestra Financial gives us access to teams of investment research specialists, retirement professionals, and advanced financial planning specialists to help us better serve your needs. 

Let’s Ensure You’re on the Right Path

We’re here to help you reach greater financial fulfillment. It all starts with a complimentary consultation.

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