High-Net-Worth Retirement Planning
About the Senior Financial Advisor
David is an Executive Officer and current Board Member of Focus Financial. He is the Founder of the Red Rock Group in Woodbury, MN. David integrates retirement distribution, estate, and tax planning strategies for his clients.
He focuses on serving pre-retirees, retirees, and high-net-worth individuals.
David serves his clients by helping them plan for a predictable, sustainable, and tax-efficient income through comprehensive financial planning.
Education and Designations
- University of Minnesota, Bachelor’s Degree, Mechanical Engineering
- Bettis Atomic Power Laboratory, Master’s equivalent, Nuclear Engineering
- CFP® – CERTIFIED FINANCIAL PLANNER™
David enjoys being a positive influence in the lives of the next generation through being active in his church and community. He likes to run, play golf, travel, and spend time with his family. Additionally, David has coached 40+ sports seasons and has volunteered in youth ministry since 2005. Him and his wife have four children.