Dave started his career in financial services as an accountant in 1993, earning his CPA designation shortly after graduating from the University of Minnesota Carlson School of Management. In 1995, Dave shifted his career toward the financial advisory industry, joining a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) as a Financial Advisor. He has been associated with a general agency of MassMutual for over 25 years.
Dave has a passion for helping clients accomplish their dreams. As a financial advisor, he embraces a holistic concept of financial planning, where a good investment strategy follows a good financial plan. Dave offers fee-based financial planning, where he and his team serve to help clients achieve their financial goals.
When he is not working with his clients and team, you’ll find him in South Minneapolis, where he’s lived since 1988. He enjoys spending time with his family, skiing in the Rocky Mountains, fishing up north, and listening to live music.