David has worked with business owners and individuals to set and help them reach their financial goals for over 25 years. He began his investment career with RBS - Dain Rauscher and then joined MetLife Financial Services, and was promoted to Agency Sales Director.
Dave offers Retirement Planning, Wealth Management, Business Continuation Plans, Estate Planning and Charitable Giving. He is also licensed in Health and Life Insurance in Wisconsin and Illinois.
He resides in Sherwood with his wife Barb and children Julia and Nicholas. In his spare time, David enjoys the outdoors with family and friends- hunting, fishing, boating, golfing, and skiing. He is also a lifetime Wisconsin sports fan.