Dave designs financial plans, manages investment portfolios for clients, and conducts investment research as part of our investment committee. Dave enjoys working with clients to define goals, to develop & implement a plan to reach them and to monitor their progress along the way.
Dave began his wealth management career in Denver in 2000 and eventually transferred home to Madison, WI where he earned the CERTIFIED FINANCIAL PLANNER™ certification in 2008. In 2011 he joined Eric’s team as an Associate Wealth Management Advisor at their previous firm.
Dave is a member of the Financial Planning Association (FPA).
Dave grew up in Madison and earned his BBA – Finance, Investment & Banking – University of Wisconsin-Madison. He currently lives in Middleton with his wife Ann, their kids Grace and Nate, and labrador, Ivy. Outside the office he enjoys playing hockey, soccer, downhill skiing, trying to mountain bike, and volunteers as a youth hockey coach.