With over 35 years of experience as an investment advisor, David finds great joy in serving his clients’ wealth management needs. Taking a stewardship approach, David focuses around four key areas: wealth accumulation, adequate protection, income in retirement, and wealth transfer to the next generation. The team operates a virtual family office, connecting clients with resources and to care for clients’ investments, retirement, cash management, giving, estate planning, insurance, tax strategy, business strategy, and other needs. David helps his clients have peace of mind and live out their values by developing highly personalized plans with excellent service each step of the journey. David, Ellie, and Jack serve clients in Bozeman, Wayzata, and around the country.
David was born and raised in Long Lake, Minnesota. He graduated from St. John’s University with a degree in Business Finance in 1986. As a current resident of Bozeman, Montana, David and his wife, Lindsay, are grateful for the opportunity to fish, hunt, hike, ski, ride horses, and spend time with their family. Their youngest daughters, Lilly and Bella, attend Montana State University. Ellie began working with David in Fall 2021 and lives in Belgrade, MT with her husband and Bernese Mountain dog, Samson. Lauren and her husband proudly serve in the United States Air Force, currently stationed in Japan raising four children.