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David is a Cambridge representative with more than two decades of financial services industry experience. He carries five professional designations which are awarded to individuals who undergo stringent training and have passed rigorous certification testing.
For the past 25 years, Dave has worked in the financial industry providing consistent and thoughtful planning services to clients throughout the Midwest. Most recently, Dave has branched out his experiences, providing financial education and counseling services to military families throughout Wisconsin.
When he is not working, Dave is usually spending family time cooking, attending sporting events, traveling, or just exploring all the wonders of Wisconsin and Michigan.
Credentials
- Chartered Financial Consultant®
- Retirement Income Certified Professional®
- Chartered Advisor in Senior Living®
- Chartered Life Underwriter®
- Series 7 Securities Registration (held with Cambridge)
- Series 66 Securities Registration (held with Cambridge)
- Bachelor of Science in Economics from UW- Stevens Point
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.