1650 South Lake Street
Forest Lake, MN 55025
Dave began his career in financial planning in 1994 and after 22 years in the industry, joined MidWestOne in the fall of 2016. His diverse background and experience enables him to help clients pursue their long-term financial goals through a combination of comprehensive financial planning and independent advice. He holds both Series 7 and 63 securities registrations through LPL Financial.. Over the years, Dave has migrated his practice towards a more independent platform as he believes that the best advice is truly independent advice.
There are not many certainties in life, but one – life is ever changing. Dave personally advises clients on their investment management and financial planning needs and enjoys meeting on a regular basis to track progress and make adjustments. Even more interesting to Dave, are the many exciting changes that are happening in his clients' lives. By staying on top of his clients' changing needs and adjusting their financial plan accordingly; it is Dave’s belief that his clients will have a much better chance of reaching their goals.
Dave has a Bachelor of Science in International Business from Mankato State University in Mankato, MN. He has traveled to more than 20 countries and even lived in Germany prior to entering the financial industry. His passion for international events, as well has being a business owner, gives him a unique perspective when helping his clients to think about the big picture.
Dave and his wife, Amy, have four children; Aleigh, Josh, Austin, and Annabelle. All four kids are attended an international language academy where all subjects are taught in Spanish. Their four children have many different interests but sports seem to rule the day. Aleigh loves soccer, Josh is into trap shooting, Austin is the football player and Annabelle is the gymnast. When Dave is not driving someone to practice or coaching, he likes to travel and play golf as much as possible.