Dave earned his Bachelor of Business Administration in Business Finance and Accounting from the University of Wisconsin – Eau Claire. Dave is a CERTIFIED FINANCIAL PLANNER™ professioinal and holds the series 65, 63, and 7 securities licenses.
Dave has been with CliftonLarsonAllen Wealth Advisors since November 2014. Dave is passionate about helping clients with financial planning and investment management.
Upcoming speaking engagements
Resources and event materials