Dave graduated from Illinois State University in 1998 and immediately started helping others with their financial planning. He earned the Certified Financial Planner™ designation in 2003 (which he voluntarily resigned in February of 2023) and the Chartered Financial Consultant designation in 2005 (which he voluntarily resigned in December of 2024). Over the span of his career, Dave has guided his clients through some of the most dynamic and uncharted situations for investors: the burst of the dot.com bubble and the subsequent correction from 2000-2002, the longest war in our nation’s history, the September 11 attacks, the corporate scandals of Enron and Worldcom, a disputed Presidential election, the 2008 financial crisis, the Bernie Madoff and Russ Wasendorf Ponzi schemes, the collapse of Lehman Brothers, the first-ever downgrade of our nation’s credit rating, a global pandemic and interest rates at 41-year highs.
His wife, Staci, cherishes her role as a stay-at-home mom. In addition to playing social coordinator and chauffeur, she has volunteered for school, Pony Club, Jonah’s former orphanage in China, Pine Lake Camp, the Place to Play Park, and the Iowa Grizzlies.
Their oldest child, Christian, is the technical director at a large church in Oklahoma. Anna, their second oldest, is a pre-vet student at Iowa State University. Their middle son, Carson, is a finance major at the University of Iowa. Jonah, their youngest, is in high school and keeps quite busy traveling the country playing wheelchair basketball.
In addition to his work responsibilities, Dave has volunteered at his children’s school, coached soccer and robotics, helped coach wheelchair basketball, served as a trustee at church, helped lead a Cub Scout pack, led a church Connection Group with Staci, taught a class for first and second graders at church, taught a finance class at Hawkeye Community College and cheered his kids on in everything they do. He has always said that he makes his best investments at home.