LPL Financial Advisor - Red Wing, Bloomington and Hudson, WI.
David is an LPL financial advisor for Discovery Financial focused on helping clients and their families become financially independent through the use of investments, 529's, IRA's, pensions, insurance, Roth IRA's, 401k's, and more, by navigating through the overly complicated financial environment to pursue cost-effective strategies. His fee-based approach puts clients first, not the investment companies.
David is passionate about bringing the experience of Discovery to veterans, entrepreneurs and young professionals. He received his MBA from Trident University International with a concentration in finance, has a Bachelor of Arts in Quantitative Methods and Computer Science. He holds Series 7 and 66 securities registrations through LPL Financial as well as life and health insurance licenses.
David grew up in Red Wing, MN and lives with his wife, Megan, and identical twin boys, Aksel and Owen, in Hudson, WI. Prior to his career as a financial advisor, David served as a Captain in the US Air Force serving his country domestically, in Asia and on two deployments to Iraq.
David's time away from work is spent with his family, exercising, meditating, and engaging in community outreach programs. His favorite slogan and operating philosophy is the quote by Albert Einstein, “try not to become a man of success, but rather try to become a man of value.”
David works out of the Headquarters office in Red Wing and often meets with clients in Red Wing, Bloomington and Hudson, WI.