1503 N. Spring Street
Beaver Dam, WI 53916
David has served as a financial advisor since 2006, partnering with his clients through all stages of their lives. His approach to working with clients is both educational and empathetic as he helps them navigate their finances and work towards their goals. David’s passion for making a positive impact on his clients’ lives is what drives him every day. In many situations, he’s often a client’s first phone call when going through an emotional or major life event.
Along with his love of helping others prioritize their financial goals, you can also find him playing bass guitar for his band the Fusion Project. He has made a living most of his life as a musician and has played in many notable bands (Road Trip, Sonic Circus, and The Twistin’ Egyptians to name a few), and on many recordings. He also enjoys running and yoga to stay physically fit.
David studied business and music at the University of Wisconsin-Oshkosh. He lives in Waupun, Wisconsin with his wife Laurie. He has three stepchildren, and three grandchildren. He is a published author and has written several books in the self-help/spiritual genre.