David is an Executive Officers, current board member, and Investment Committee Chairman of Focus Financial, a position he has held since 1996. He is also the firm’s Director of Training where in this role he shares in attracting high-quality advisors and in transitioning them to Focus Financial.
SERVICES & EXPERIENCE:
Since 1983, David has helped his clients and many advisors’ clients in planning for retirement and managing their wealth.
He is an active member of the Financial Planning Association (FPA) and has been a CERTIFIED FINANCIAL PLANNER™, CFP® since 1987. David graduated with honors from The University of St. Thomas in 1981 with a degree in Business Administration/Accounting.
Minneapolis MN 55426