Dave graduated from the University of Wisconsin in 2005 with a degree in personal finance. Prior to joining Third Coast Advisors, Dave spent three years in the retail banking field. He enjoys working with individuals and businesses to help them meet their financial goals and maximize wealth.
Dave utilizes a protection-first approach in his practice and is very detail oriented in all aspects of the financial strategies process with his clients. The Living Balance Sheet® is an integral tool in his planning process, which allows for an in-depth look into the four financial domains of Protection, Assets, Liabilities, and Cash Flow.
Originally from Janesville, WI, Dave moved to Madison for school. He currently lives on the west side of Madison with his wife, Ashley and their two sons, Mason and Owen. Dave closely follows the Wisconsin based sports teams, enjoys being active and outdoors, and spends much of his summer boating on the Madison lakes.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian