Holding CLU & ChFC designations from the American College and formerly a Registered Investment Advisor, Dave spent over 20 years with Prudential before becoming an independent advisor. He helps individuals and business owners enhance the security and position of their businesses and families by the intelligent application of Untaxable Wealth Strategies.
Dave and his wife live in Northern Minnesota where he enjoys history, literature and nature photography in his spare time. |
Retirement Income Planners |