As a Wealth Management Advisor, Dave has the pleasure of working closely with his loyal clients by protecting their future and helping their family and future generations walk down a financially secure path. Throughout his career, Dave has always focused on spotlighting his client’s goals above all else. Dave and his team strive to make clients feel protected and secure while working along-side them by guiding them into building a future they can be proud of.
As a Retirement Plans Specialist, Dave focuses on helping plan sponsors achieve the ideal goal of 100% plan participation and 100% retirement readiness for their employees. He has built his retirement plan business model around education for the participants and compliance assistance for the business.
Whether Dave is working with an individual client looking to protect their future through insurance or working with a business owner managing a 401k plan for their employees, his principles are the same. Dave and his team handle every relationship with care and diligently listen and work to keep their needs met.
Dave obtained his Bachelor’s Degree in Economics from Illinois State University. He has been part of the financial services industry since 1991. He has his FINRA Securities 7, 6, and 63 licenses as well as the Illinois Life, Heath, and Long-Term Care licenses.