During his more than 20 years of experience in the investment and financial planning business, Dave has always had a close and personal relationship with his clients. Before becoming a partner with Midwest Wealth Management, Dave was a financial advisor inside a bank with a securities firm. Prior to that Dave was an Investment Representative with Edward Jones.
Dave holds Series 7, 63, and 65 securities registrations through LPL Financial as well as life, health, long term care and variable insurance licenses. In addition, as an Enrolled Agent (EA), Dave is licensed to practice before the Internal Revenue Service. Dave received his Bachelor’s of Science degree from Western Illinois University.
Dave lives in South Elgin with his wife Maria and their two children Jordan and Elyse. He enjoys watching his son play college football and his daughter dance in performances and competitions. He also enjoys spending time with friends and family.