Dave is a graduate of the University of Utah with a degree in Finance. Since he started in the finance and banking industry in 1997, he’s worked with clients to help oversee all their banking needs; consumer loans, home loans and commercial loans as well as dealer financing. He has held an insurance license since 2002 and securities licenses since 2007. Before coming to Focus Financial he was an independent investment advisor representative with Preferred Resource Group and before that a financial advisor with AXA Advisors. He lives in Bloomington with his wife and their two children.
SERVICES & EXPERIENCE
As a Financial Advisor and Accredited Investment Fiduciary®, Dave works with individuals and small to mid-size businesses. For individuals, Dave strives to help each client determine the best financial path for their specific situation. He then helps in implementing the strategy and providing ongoing management/monitoring. For business owners, he supports the business through his resources by reviewing and consulting on their company sponsored retirement plan (SIMPLE IRA, SEP, 401(k), etc..,) group benefits and key person compensation strategies.
He also provides enrollment support and education to the participants in the retirement plan. Dave strongly believes that long lasting client relationships are developed through consulting and educating his clients on the ever changing investment opportunities in the market today.
Dave is located inside the Prime Security Bank building and he offers financial services to its business and individual customers. Prime Security Bank started serving Minnesota communities in 1925.Prime Security Bank is not affiliated with Focus Financial or Royal Alliance Associates, Inc. Securities are not FDIC insured, are not guaranteed by the bank, and may lose value.
Shakopee MN 55379