Professional Background
- Entered the Insurance Industry in 1994
- Started with John Hancock Financial Network in 1995 as a representative, promoted to Sales Manager in 1997, and Managing Partner in 2003
- David holds the CLTC designation sponsored by the Corporation for Long Term Care
- FINRA registered with series 6, 63, 7, 24, 51, and 65 licenses.
- Investment Advisor Representative
- Insurance and Investment licensed in many states
- Finance degree from The University of Wisconsin — Whitewater in 1994
Personal Background
- Proud father of 2 lovely girls
- Resident of East Troy, WI
- Active member of St. Paul´s Lutheran Church, East Troy, Wisconsin
- Interests include politics, golf, and racquetball
Philosophy
"To treat every client, partner, and employee with the respect and professionalism they deserve and expect. Success comes from all parts of the team working together to achieve a common goal."
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