When you work with Dave, you’ll benefit from 30 years of financial advisory experience, including the knowledge that comes with helping clients manage their investments through a variety of different market conditions. As a CERTIFIED FINANCIAL PLANNER™ professional, you can rely on Dave to always work in your best interest – with the highest level of service – to build and preserve your wealth.

Dave and his wife, Anne-Marie, live in Neenah, WI with their four children and enjoy cheering them on at sports events, music concerts, and other school events. Dave likes to golf, bike, ski, and enjoys writing a folk song on occasion.