Vice President–Wealth Management
Financial Advisor
David has been a Financial Advisor for over 17 years. In 2002, David partnered with his father Dale bringing both of their skills together. Currently, David focuses on Portfolio management through creating retirement plans, individual investments, and money management. David graduated from Midland Lutheran College in Fremont, NE with a degree in Business Administration. He lives in Omaha with his wife Krissy and their pets. David enjoys sports, cooking, and drumming in various bands in the Omaha area. David is active in his church, and is a member of the Freemasons and the Tangier Shriners.
Education
Vice President–Wealth Management
Financial Advisor
David has been a Financial Advisor for over 17 years. In 2002, David partnered with his father Dale bringing both of their skills together. Currently, David focuses on Portfolio management through creating retirement plans, individual investments, and money management. David graduated from Midland Lutheran College in Fremont, NE with a degree in Business Administration. He lives in Omaha with his wife Krissy and their pets. David enjoys sports, cooking, and drumming in various bands in the Omaha area. David is active in his church, and is a member of the Freemasons and the Tangier Shriners.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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