Since Dave Root and Carrie Kuntz are partners it might seem strange that the firm is called D.B. Root & Company, and not Root & Kuntz, or alphabetically, Kuntz & Root.
It’s a personal matter for Root, but both partners insist it’s not about his ego.
“My grandfather had his own financial services business, which he started in 1931, of all times, about two hours north of here in Erie, Pennsylvania. His name was Paul Root and he called his firm P.B. Root and Company. I guess the sentimental link is to my grandfather even though his company no longer exists.”
As Dave Root explains it, his grandfather’s best friend had founded the Erie Insurance Company and invested the premiums collected on his company’s policies in bonds. He suggested to Paul Root that he start a business to broker those bonds.