Dave has been serving clients at RBC Wealth Management since 2009. Today he focuses his time working with clients to build and implement investment plans. Dave's approach to investing is centered around strategic asset allocation and the belief that investors who follow a carefully crafted wealth management plan will have higher success rates than those who act on their whims. Dave looks to create personalized wealth management plans that are easy to understand, operationally efficient, low-cost, and liquid.
Prior to his role at RBC Dave worked at 3M Company for over eight years. His favorite role at 3M was as a global business manager for one of the two major Aerospace Divisions product lines where he had the opportunity to manage a diverse global workforce and was responsible for all areas of the business from manufacturing to product development.
Dave earned his undergraduate degree from the University of Denver and an MBA from the University of Wisconsin - consortium.
Born and raised in Newport, Minnesota, Dave currently lives in Edina with his wife, Katie, and his twin daughters Eleanor and Grace.