David is a Financial Advisor with fifteen years of experience currently serving the Southwest Wisconsin area. Providing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, David customizes easy-to-understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, David was a company commander serving as an Armor Officer in the United States Army. David received his Bachelor of Science from the United States Military Academy in West Point. He holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with his life, health, and annuity insurance licenses.
David lives in Mount Horeb with his wife and two sons. He is active in the community as a past council member of the Evangelical Lutheran Church.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management