David creates tailored financial plans that go beyond managing money to aligning each decision with your life goals and values. In making your custom plan, he integrates every piece of your financial picture from retirement and tax strategies to estate planning and risk management. “It is rewarding to know I’m making a real difference in their lives and helping them achieve what matters most.” David offers a comprehensive, personalized approach that connects each decision to your broader life goals, offering clarity, security and growth potential. He is originally from Keokuk, Iowa, and has worked in the financial industry since 2020. David 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.