David is proud to have started his career in the financial industry with Baird in 1997. David has a background in corporate finance and management, specifically portfolio analysis, financial retirement and estate planning, 401k management, annuities, and financial programs. His depth of industry knowledge provides clients well-rounded financial guidance.
David graduated from the University of Wisconsin- Madison with a Bachelor of Science degree in clinical psychology. He obtained the Senior Investment Consultant designation from the University of Chicago Booth School of Business and holds the FINRA Series 7, 63 & 65 licenses.
David and his wife Patti reside in Sherwood, WI. They have two children, Nicholas and Samuel. In his free time, David enjoys spending time with his family, golf, traveling, fishing, and other water activities on Lake Winnebago. David’s family is active in the Catholic School System (SMCS).
Why Baird?
Our team is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses, and organizations for 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.