We believe that many investors suffer from uncertainty when it comes to understanding why they are invested the way they are. By knowing what you own and why you own it, you can build better wealth for a better life.
That’s why we Invest With Clarity®. Let us help you find peace of mind in your investing. We invite you to meet for a no cost, no obligation Investment Stress Test®.
Let’s start building better wealth for better life.
Advisory Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor.
CFP®, Wealth Advisor
8674 Eagle Creek Circle
Minneapolis, MN 55378
Take the Investment Stress Test®
SEE HOW MUCH CLARITY YOU HAVE IN YOUR PORTFOLIO AND WHETHER YOU KNOW WHAT YOU OWN AND WHY YOU OWN IT.
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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