Dave Becker

Dave is the main point of contact for all investment and portfolio-related questions.

He believes in clear and concise recommendations that are designed to directly address the personal needs and objectives of each client. His goal is for clients to fully understand and be comfortable with the recommendations and advice they receive before implementing any plan. Dave proactively monitors and manages client accounts and communicates regularly when there are concerns or recommendations for change.

Background and Family

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.

Statement of Faith

As a born-again, evangelical Christian, my faith is the most important aspect of my life. That faith is based on the following principles:

The Word of God
I believe that the Bible is the fully inspired Word of God, without error in the original manuscripts, written under the inspiration of the Holy Spirit, and that it has supreme authority in all matters of faith and conduct.  
(2 Timothy 3:16; 2 Peter 1:20-21)

The Trinity
I believe that there is one living and true God, eternally existing in three persons, equal in every divine perfection, and that they execute distinct but harmonious roles in the work of creation, providence, and redemption.
(Genesis 1:1,26; Matthew 28:19; John 1:1,3; 4:24; Acts 5:3,4; Romans 1:20; Ephesians 4:5,6; 2 Corinthians 13:14)

God the Father
I believe in God, the Father, an infinite, personal spirit, perfect in holiness, wisdom, power, and love. I believe that He concerns Himself mercifully in the affairs of each person, that He hears and answers prayer, and that He saves from sin and death all who come to Him through Jesus Christ.
(Isaiah 40:28, Jeremiah 33:3, John 14:1-14,23, James 4:8, Romans 11:32-36)

Jesus Christ
I believe in Jesus Christ, God’s only Son, who was conceived by the Holy Spirit, and is fully God and fully man. I believe in His virgin birth, sinless life, miracles, and teachings. I believe in His substitutionary atoning death on the cross, bodily resurrection, ascension into Heaven, perpetual intercession for His people, and personal visible return to Earth.
(Isaiah 53; Matthew 1:18-25, 20:28, 28:6; Luke 1:26-38; John 3:16; Romans 3:24-26, 5:1, 9:5, 10:9; 1 Corinthians 1:30-31, 15:3, 15:14; 2 Corinthians 5:21; Ephesians 1:7 Titus 2:13; 1 John 2:2)

The Holy Spirit
I believe in the Holy Spirit who came forth from the Father and Son to convince people of their sin, Christ’s righteousness, the judgment to come, and to regenerate, sanctify, and empower all who believe in Jesus Christ. I believe that the Holy Spirit indwells every believer in Christ, and that He is an abiding helper, teacher, and guide.
(John 16:8-13; 1 Corinthians 6:11; Romans 8:26-27)

Regeneration
I believe that all people are sinners by nature and by choice and are, therefore, under condemnation. I believe that Jesus Christ died on the cross for our sins as a substitutionary sacrifice for us. I believe that those who repent of their sins and trust in Jesus Christ as Savior are saved from condemnation by grace and regenerated by the Holy Spirit.
(Genesis 1:26-27, 3:1-24; Matthew 20:28; John 3:16; Romans 3:1-25, 5:12-18; Ephesians 2:8-9; 1 John 1:8-9)

Christ's Return
I believe in the personal and visible return of the Lord Jesus Christ to Earth and the establishment of His kingdom. I believe in the resurrection of the body, the final judgment, the eternal joy of the righteous, and the endless suffering of the wicked.
(Matthew 25:31-46; John 5:28-29, 14:1-3; 1 Corinthians 15:1-58; 2 Corinthians 5:10, Philippians 3:20; 1 Thessalonians 4:16-17, Revelation 11-15, 20:4-6)

Baptism and Communion
I believe that the Lord Jesus Christ has committed two ordinances to the local church: baptism and communion. I believe that Christian baptism is the immersion of a believer in water in the name of the triune God as a public declaration of their faith. I believe that those who take communion, which was initiated by Christ for commemoration of His death, should be believers walking in fellowship with Him.
(Matthew 28:18-20; Acts 2:38-46, 8:36-40, 10:47, 18:8; Romans 6:3-4, 1 Corinthians 11:23-29)

Life of a Believer In Christ
I believe that every human being has direct relations with God, and is responsible to God alone in all matters of faith. I believe that Christians should live for the Glory of God and the well-being of others. Believers should seek to realize for themselves and others full maturity in Christ, who lived a perfect life. Believers should be active and regular members of a church community, whose primary task is sharing the gospel of Jesus Christ with a lost world
(Matthew 28:18-20; John 15:1-13; Romans 3:19-26, 6; 1 Corinthians 12:13; Galatians 3; Ephesians 2:8-9; Hebrews 10:24-25)