A lifelong resident of North Dakota and originally from Minot, David has spent more than 15 years working in the financial industry. Keeping your specific situation in mind, he is able to administer your fiduciary and investment accounts and create or review your retirement and estate plans. He can give you guidance and a strategic plan that ensures your dreams for the future are attainable. “I have worked with hundreds of clients as their trusted advisor and helped them meet their financial goals.” David can help you establish investment strategies that ensure a careful approach to the markets. He earned a Bachelor of Accountancy degree from the University of North Dakota.
- Certified Public Accountant (CPA)