David joined our team in 2022 as an Investment Advisor Representative. In this role, his primary goal is to provide exceptional service to Mike’s existing clients to help make sure they are on track to reach their financial goals. Because every client is unique, addressing the personal needs of each individual is important to David. He analyzes their specific situations, identifies the solutions, and steps that support their short- and long-term objectives.
David is passionate about helping others. He understands that the financial world can be complex, so he spends time helping clients understand their finances and the options available to them. He is meticulous in his planning and aims to leave no questions unanswered.
David graduated from St. Cloud State University with a degree in economics and a minor in finance. He holds his Series 7 and 66 registrations and Minnesota Life, Health & Accident Insurance Licenses. Upon graduating college, he entered the financial services industry in 2020 and believes his responsibilities align perfectly with his priority to help people.
In the community, David has served as a coach for high school soccer, hockey, and golf. He also enjoys spending time with his family, camping, canoeing, playing hockey, golfing, skiing, and watching football.