David learned at a young age the importance of saving money, which lead him to pursue a role in the financial planning industry. He has more than six years of experience and has a wealth of knowledge for Social Security claiming strategies. David enjoys an active lifestyle and is passionate about sports, especially hockey. He and his wife Lauren enjoy travel and reside in De Pere, WI
- BA, St. Norbert College
- CERTIFIED FINANCIAL PLANNER™ Professional
David supports our Green Bay office.
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Advisory registrations are held with Wealth Enhancement Advisory Services.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Green Bay office advisors are not affiliated with LPL Financial.