Biography
Background and Experience
For over twenty years David has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout the ups and downs in the markets, David has dedicated his career to delivering the personalized investment planning services his clients deserve.
David graduated from Saint Cloud State University with a degree in Economics. Now a Financial Advisor with the Woodbury office of Green Wealth Management Group, David takes pride in building meaningful relationships with clients. David has worked for Wells Fargo Advisors Financial Networks since 1993.
David’s mission is to help each one of his clients plan for a financial future in a way that best meets his or her goals.
Focus
David builds relationships with his clients based on mutual trust. His client’s goals become his goals, like securing a comfortable retirement or traveling to see the world. Clients can pursue their passions while David watches over their investment needs and goals.
Away from the office
David spends free time with his wife Melanie and their kids Jackson and Morgan. He also enjoys golfing and sporting events.
CA Insurance License 4018235, Resident State MN.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Green Wealth Management Group is a separate entity from WFAFN.
We're here for you.
Take the next step towards financial goals. Reach out today and we will start working hard for your goals.
We're here for you.
Take the next step towards financial goals. Reach out today and we will start working hard for your goals.
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©2024 Green Wealth Management Group. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), MEMBER SIPC a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Green Wealth Management is a separate entity from WFAFN.