PLANVISER - Key Persons
David is an entrepreneur with a focus in financial services. He serves as an advocate for his clients as he helps them explore the many financial strategies and vehicles available to address their needs and concerns. His objective is to help set clients free from worry and confusion about financial matters.
David serves his clients by putting their best interests first and he believes that legitimate financial planning is not a single event but a process. Investment and insurance products are vehicles for setting in motion the financial strategies developed in this process.
David received his Bachelor of Arts degree magna cum laude from the University of Minnesota and his Juris Doctor from Mitchell Hamline School of Law. While in college, he also studied English literature, philosophy and music at Oxford University in England.