Hi, my name is David. I’m an Independent Financial Planner. I graduated from Marquette University, in Milwaukee Wisconsin with a B.S. Degree in Finance. I hold the following licenses and designations;

- The Series 66 License | Investment Management
- Life & Health Insurance Licenses

- CKA® | Certified Kingdom Advisor - Helping you merge your faith with your finances
- CLTC® | Certification in Long-Term Care
- CSLP® | Certified Student Loan Professional 

I work with my wife, Gina and our mission is to help people make good financial decisions so they can live a less stressful and more fulfilling life. We do this by serving clients all around the country and take a holistic approach to financial planning.

We have numerous relationships across the investment and insurance industry. This allows us to provide unique, unbiased solutions for every family we work with. The Fiduciary standard is at our core and the best interest of the client will always be the reason for any recommendation.

I’m a family guy, love being in nature and strive to make the world a better place.