David joined the firm in 2019 and serves as a Financial Advisor working primarily out of the Bellevue, NE office. Being a native of Bellevue, he enjoys working and serving in the community with many of his fellow Sarpy County neighbors. David works with a variety of clients, but his particular area of interest is addressing the unique challenges associated with Late Stage College Planning; aka "How to fund college education without breaking the proverbial bank!" Through suitable education and planning, David’s personal mission is to help reduce the amount of debt students, and their families, are taking on in order to fund a college degree.
David attended Concordia University in Seward Nebraska where he ran track and cross country and became a 5-time All American! David also earned his MBA from Bellevue University in 2018 prior to joining the firm. David and his wife Christi have one daughter, Hazel and enjoy spending time with both sides of their family. During his free time, David enjoys long distance running and sipping on fine whiskey once in a while!
Fun Facts from David:
"My favorite food is Cheese Curds"
"My favorite movie of all time is Aladdin – The original one!"
"The most interesting place I have ever been to is Ellis Island"
"My favorite song of all-time is "Don’t Worry be Happy!"
"I have 4 Chickens and a coop!