B.A. in Economics and History from Hastings College in 1990
B.S. in Secondary Education from the University of Nebraska – Omaha in 1994
Security Exams Passed: Series 6, Series 7, Series 63, Series 65, Series 24
Role on Team
Owner and CEO since establishing our company in 1998
Head of our Investment Committee
Chief Compliance Officer
Personal Life and Interests
Dave and his wife Marjorie live in LaVista, NE. They have a son and a daughter, who are both enjoying their lives as young adults. When not dedicating his time to work, Dave enjoys playing on a local city basketball league, picking up an occasional game of tennis, and is an avid reader. Dave and Marjorie also enjoy spending time with their furry companions at home, Milo the dog and Felix the cat.
“Nobody who ever gave his best regretted it.”
We provide financial planning, tax planning, and investment management services that help you to experience a successful retirement.