My reason for starting my own wealth management business is simple: To use my industry expertise for the purpose of helping others live their most fulfilling lives.
I graduated from the University of Minnesota with Bachelor's Degrees in Economics and Journalism, am a Chartered Financial Analyst (CFA®), a CERTIFIED FINANCIAL PLANNER™, and spent 12 years at Ameriprise Financial in various analytical roles.
I am confident that with my understanding of personal finance, coupled with my experience as a financial professional, I can help you pursue your financial objectives and prepare you for the future.
David is also a proud member of two organizations that require their associated financial advisors to be fee-only fiduciaries:
This diverse background uniquely positions David to help you achieve financial success and your desired lifestyle.