Experience financial resources directed by your values and toward your goals.
David provides comprehensive fee-based financial planning to individuals and families. He also enjoys working with self-employed individuals and small businesses who specialize in the area of health, nutrition, and natural medicine.
Born and raised in Nebraska, David attended the University of Nebraska, Lincoln, where he earned both a B.S. in Elementary Education and a B.S. in Agricultural Economics. After completing his education, he worked for various firms in the Omaha area before relocating to MN and joining Fortune Financial in 2016. Since then, he has continued to prioritize transparency and education when engaging with clients and uses these principles to help tailor financial plans to the unique situation and goals of each client that he works with.
David resides in Bloomington, MN along with his wife, son, and black lab. In his free time, he enjoys cooking, trying new recipes/restaurants, and spending time outside with his family.
- Series 7
- Series 66
- Life & Health License
- Comprehensive fee-based financial planning
- Debt management
- Education funding
- Estate planning
- Wealth management
- Asset protection
David is a Registered Representative & Investment Advisor Representative of Securian Financial Services, Inc. 5467219/DOFU 2-2023