From an early age, Dave had an interest in the financial markets and was fascinated by how businesses, economies, and investments worked. That interest ultimately led him to Chicago, where he began his career as a commodities futures trader at the Chicago Mercantile Exchange. It was an extraordinary place to learn—fast-paced, competitive, and an early education in markets, risk, and decision-making under pressure.
Dave eventually discovered that what interested him most wasn’t simply the markets—it was helping people make good decisions about their money and their future. That realization led him to become a financial advisor with A.G. Edwards, where he spent 23 years serving clients and also held leadership responsibilities as a branch director. Following the firm’s acquisition, he joined RBC Wealth Management in 2009.
Over the years, Dave has had the privilege of walking alongside clients through virtually every season of financial life—from building careers and businesses to retirement, major life transitions, and passing wealth and values to the next generation. Those experiences have reinforced our belief that good financial advice is about much more than numbers. It’s about understanding people, exercising sound judgment, and being someone clients know they can turn to when important decisions need to be made.
Outside the office, Dave believes strongly in investing his time in the community he calls home. He serves as Chairman of the Fish Creek Harbor Commission and on the Board of Directors of the Door County Land Trust, where he also serves on the Finance & Audit and Endowment Trust Committees.
When he’s not working or serving in the community, you’ll often find Dave caring for his forested acreage or enjoying time at his cabin on Chambers Island. Most importantly, he’s the proud father of two grown daughters, Nora and Vivian.
