David’s primary role as a Financial Paraplanner involves collaborating with firm advisors to create and present comprehensive financial plans to SFG clients. In this role, David utilizes the latest financial planning tools and software to develop thorough yet concise and understandable client facing deliverables. David also supports a multitude of client servicing operations functions which include new account opening, money movement and trade requests.
David joined SFG in 2017 and brings over 10 years of financial services industry experience having served in a variety of roles. David graduated from St. Olaf College with a BA in Economics and holds Series 7 & 66 Securities Licenses as well as Minnesota & Wisconsin Life, Accident & Health Insurance Licenses.