GREAT FALLS, MONT. – David Dahl has joined Bravera Wealth in Great Falls in the role of wealth advisor. He has been working in the financial industry since 2020 and is originally from Keokuk, Iowa.

In this role, Dahl creates tailored financial plans that go beyond managing money to aligning each decision with his clients’ life goals and values. In making a custom plan, he integrates every piece of his client’s financial picture from retirement and tax strategies to estate planning and risk management.

Dahl is originally from Keokuk, Iowa. He earned a bachelor’s degree in psychology from the University of Northwestern in St. Paul, Minn., and a Master of Business Administration with an emphasis on corporate finance from Upper Iowa University. He is a CERTIFIED FINANCIAL PLANNER™ professional.