David is extremely detail-oriented, which lends itself nicely in making sure every piece of his clients’ financial needs is addressed. David’s passion for investing and client service allows him to excel in helping his clients navigate their financial goals. David is part of Baird’s Qualified Plan Consulting Group (QPCG) which is an exclusive circle of Financial Advisor teams who have positioned their businesses to focus on retirement plan clients. This is a highly specialized field requiring years of experience and depth of expertise. David attended Lewis University where he earned a Bachelor of Science in Finance and Economics and a Master of Business Administration. While at Lewis University, he played Division I volleyball and in high school was an All-American volleyball player. David is active in his community volunteering as an Alumni Rep and part of the Men’s Volleyball Legacy Endowment Fund Committee at Lewis University. David lives in Pewaukee with his wife Megan and daughter Madison. He grew up in the town of Brookfield, WI. He is an avid sports fan of the Packers, Brewers and Bucks and in his free time, David enjoys golfing, spending time at the lake and playing sand volleyball. He also enjoys collecting sports memorabilia. |