While many believe having all the answers is better than having questions, David believes having more questions than answers leads to better results. He enjoys the practice of financial wealth management and strive to provide a high standard of care to our clients. David's enthusiasm for client financial wealth-being allows him to help clients in a very personal and special way. There is such a thing as the perfect job and David has it.
His career began in October 1979 with a small bond firm in Minneapolis before he joined Blunt Ellis and Loewi, which became Kemper Securities, in March 1982. Between 1993 and 1998, David held various management positions at Hamilton Investments, which became Principal Financial Securities (PFS). He sat on the board of directors of PFS from 1997 to 1998. In 1998 He went back to advising clients and ultimately joined RBC Wealth Management in March 2008.
David graduated from the University of Wisconsin – Milwaukee with a Bachelor of Science degree in international political affairs with a concentration in Russian and Middle Eastern studies. He has RBC Wealth Management’s professional designation of Accredited Wealth Management (AWM); the AWM designation is geared toward meeting the specialized needs of individuals and builds on the fundamentals of wealth management for helping clients accumulate, protect, enjoy and transfer wealth. In addition, the program focuses on understanding and addressing the complex needs of clients in the areas of estate and trust planning services, insurance solutions, retirement planning, charitable giving, planning for business owners, and advanced investment strategies.
Community involvement has been a very important value to David in his career. In his career of over four decades he has held board of director positions with Saint Francis Children Center and the Milwaukee Center for Independence. He served as officer and treasurer for the Midwest Athletes Against Childhood Cancers (MACC) Fund. He was trustee and Parish Council President for Saint John Vianney – Brookfield Wisconsin, and most recently chair on the board of directors for the Catholic Community Foundation of Greater Milwaukee. Currently David is involved in a mentoring program titled “Life Beyond College Sports” for members of the men’s tennis teams of both Marquette University and University of Wisconsin.
David lives in Brookfield, Wisconsin, with his wife, Kathy, and their English Springer Spaniel, Lucy. He enjoys reading, classical music and traveling with Kathy. Together, they have enjoyed destinations such as: Russia, Europe, Canada, the Caribbean, Cuba, Prague, Budapest, Pebble Beach, Napa Valley, the Grand Canyon and Sedona. In his free time, David enjoys collecting domestic red wines, searching for the perfect golf swing and cooking the next gourmet dinner for family and friends.
