Committed to creating a purpose-driven experience
Passionate about the client experience, Dave collaborates with each client to develop, define and document their narrative of what success means and then execute on their unique strategic plan. This is an ongoing team effort offering unbiased, consultative and customized solutions to meet unique organizational and individual needs. Johnson Financial Group’s focus and collective team and financial wellness resources bring best in class services driven to achieve strong outcomes.
Experience
- More than 30 years of client-centered institutional retirement plan services, asset management and consulting experience
- Holds Certified Financial Planner™ (CFP®) designation
- FINRA Series 7, 24, 63, 65
- Received his BS from University of Wisconsin- Madison
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement Plan Services
- Financial Wellness and employee benefit resources
- Institutional consulting, alternative investments, investment management
- Banking services and resources
Community Involvement
- Member of the Greater Milwaukee Employee Benefits Council
- Member of Wisconsin Retirement Plan Professionals, Ltd.
- Volunteer for Kinship Community Food Center and Secure Futures
- Fundraising activities for St. Robert School, Marquette University High School and Penfield Children’s Center