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With over 35 years of experience as an investment advisor, David finds great joy in serving his clients’ wealth management needs.

 

David was born and raised in Long Lake, Minnesota. He graduated from St. John’s University with a degree in Business Finance in 1986. Calling Bozeman, Montana home, David and his wife, Lindsay, are grateful for the opportunity to fish, hunt, hike, ski, ride horses, and spend time with their growing family.

 

David & Lindsay have had the joy of raising four beautiful daughters. Bella is married and pursuing a nursing degree at Montana State University, Lilly is a ranch wife who serves on the team, Ellie lives in Belgrade, MT with her husband, Bernese Mountain dog and baby boy on the way, and Lauren and her husband proudly serve in the United States Air Force, currently stationed in Oregon raising four children.