“Investors work hard to accumulate their money. Why they put it into investments they don’t understand or know enough about is both a mystery and a tragedy.”
– Mark Pearson
Specializing in complex financial planning strategies, Dave has considerable experience working with high-net-worth clients. He works closely with individuals, families, and business owners in helping them accomplish all aspects of their long-term financial goals. Dave graduated from the University of Minnesota Duluth (UMD) where he earned his BS in Finance and Financial Planning. He spent time with two other wealth advisory firms prior to joining the Nepsis® team in 2020. He holds his Series 65, Insurance License, and is a CERTIFIED FINANCIAL PLANNER®. When Dave is not at work you can find him on the lake or on the golf course. He has also been a mentor with the Big Brothers Big Sisters Twin Cities Program since 2017.
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