Comprehensive Financial Planning
About the Financial Advisor
Our practice follows these two mottos:
1. What would we do if we were you, knowing everything we know?
2. We help families.
David is an Executive Officer, Board Member, and Investment Committee Chairman of Focus Financial.
He focuses on serving families in Minneapolis, MN.
David serves his clients by helping them plan for retirement and managing their wealth.
Education and Designations
- University of St. Thomas, Bachelor’s Degree, Business Administration/Accounting with honors
- CFP® – CERTIFIED FINANCIAL PLANNER™
David and his wife, Cheryl, have been married since 1984. He has five children Rae, Rose, Zach, Audrey, and Matthew along with one grandchild, Etta. He is expecting his second grandchild in December 2022.
Direct Phone: 952-225-0312
Main Phone: 952-591-9770
Minneapolis MN 55426