Cell Phone: 715-573-4204
David Monk is a Financial Advisor with Financial Design Group, LLC.
Dave is a three-tour combat veteran and retired Army Colonel who graduated from the United States Military academy at West Point, NY.
With over 26 years of investment and financial services experience, Dave is committed to providing the highest level of service to clients. His personalized strategy helps clients accumulate assets during their working years in a way that allows for flexible and tax efficient retirement income solutions. Dave believes financial advice should adapt to the changing needs of the families he serves. He is supported by a team of administrative and product specialists whose professionalism help him build long-term relationships.
Dave resides in Wausau with his wife Tammy and enjoys hunting, fishing, and officiating youth sports in his free time.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.