About

Expert Adviser

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Dave is originally from Muskego, WI. He graduated from the University of Wisconsin-Whitewater with a Bachelor of Science in Business Administration with emphases in Management and Marketing. Currently in Madison, he enjoys being close to the greater Milwaukee area along with access to northern and western Wisconsin as he has always loved the great outdoors. With an interest in vintage automobiles, Dave claims the garage as a second office.  

Dave maintains many professional relationships and believes in staying informed on all aspects of his clients needs. 

Dave has greatly enjoyed his 12 years of educating retirees here in Wisconsin. He has spent many of those years contracted to train professionals that are new to the industry