Workman and Associates can date its creation back to June, 1988, when David J. Workman started working with Private Ledger Financial Services after spending a couple of years working for a national brokerage firm in Rapid City, SD, and Kokomo, IN. Trying to follow the simple idea of “doing what is best for the client,” the business built itself one client relationship at a time. Whether it was going door-to-door, the Cass County 4-H fair, a weekly radio show, Facebook/social media or through seminars/workshops, investors started being introduced to Dave’s conservative, service-oriented philosophy and making the decision to trust their investment affairs to Dave and his staff. The business is truly a family-owned and operated venture with Dave and his wife Beth making the day-to-day decisions on how best to create a model that emphasizes quality, integrity, and appreciation to those who choose to work with Workman and Associates.

As the number of clients increased, it became necessary to add more staff and upgrade technology to create an investment environment worthy of the trust placed when a client invests their life savings, or a business owner decides to use Dave/Matt (see below) to run their retirement plan. The office currently employs four full-time administrative associates dedicated to personal attention and account servicing. In addition, Matthew J. Jennings, MBA, a lifelong resident of Logansport/Cass County joined the firm as an advisor in May 2021. Many new clients come from referrals of the existing 3,000-plus clients with the office managing over $625,000,000 (04/29/2022) under management through LPL Financial. This has led Dave to being nationally recognized by various publications (Registered Rep, Barron’ and Forbes), companies (American Funds, Lincoln, and AIG) and LPL (all based on production), which the LPL recognition represents the approximately top 1% of the more than 19,000 (#208 for 2021) LPL brokers. Dave is starting to work with the third generation of families, but is constantly looking at ways to improve every aspect of advice and service offered.

Benjamin Franklin is said to have said, “show me what you’ve done before you tell me what you are going to do.” If you are looking for an office that has the experience, technology, a young advisor with high character, and service capabilities to take care of an investor looking to set up a college fund for their child, plan their retirement, create a holistic financial/insurance plan, or set up a retirement plan at your place of work, call, e-mail, or better yet, stop in and talk. We’ll listen. Just like we’ve been doing since 1988.