Partner | Wealth Advisor
Dave has over 20 years of experience in the investment field. Prior to being with Midwest Wealth Management, he was an Investment Representative with Edward Jones and TD Waterhouse. Prior to TD Waterhouse, he actively traded options and closed-end bond funds. He has extensive experience evaluating client needs and objectives and developing investment strategies that help clients with their retirement goals.
Dave holds Series 7, 63, and 65 securities registrations through LPL Financial as well as life, health, and long term care insurance licenses. David attended the University of Iowa in Iowa City. He was born and raised in Ottawa, Illinois.
When Dave's not advising clients, he enjoys being on the golf course. As a true Chicagoan at heart, and an avid sports lover, Dave can be found year-round rooting for a home team like the Cubs, Bulls, Blackhawks, and of course, Da Bears!