More about Dave

Dave’s passion for education and helping others has been a constant throughout his career—starting in the classroom as an economics and history teacher and later transitioning into financial education and advisory services.

For over 20 years, Dave was a well-known figure in the Racine area, hosting the call-in radio show “Protect Your Assets” and leading countless seminars to educate investors on their financial options. His ability to break down complex financial concepts into clear, actionable strategies has made a lasting impact on his clients and community.

Dave holds a Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Adviser) license, along with insurance licenses in life, health, and long-term care. He is a 1978 graduate of the University of Wisconsin–Madison.

After selling the firm to Mark Huber in 2019, Dave stepped back from day-to-day operations, but continues to work with a select group of clients and occasional consulting projects. He enjoys splitting his time between his lake home in Waupaca, WI, and his primary residence in The Villages, FL. He can often be found fly-fishing, deep-sea fishing, playing golf, or traveling.