ABOUT

David began his career in the financial services industry over 20 years ago and joined EFS Advisors in 2008, where he specializes in helping individuals at different stages of the retirement planning process. A graduate of the University of Minnesota – Duluth, he received a degree in business and currently holds his Series 6, 63 and 65 registrations, as well as his Life and Health Insurance license.

Throughout his career, David’s focus has been on helping his clients accumulate and protect their assets, as well as to set goals and determine appropriate asset distribution methods when needed. Because EFS Advisors is a full-service wealth management firm, David’s services encompass a wide variety of investment choices and insurance products for all types of investors. He also takes pride in providing quality investment education and a memorable customer service experience.

In his free time, David enjoys cruising and traveling, as well as boating on the Mississippi river, fishing and snowmobiling with his two sons, friends and extended family. He has been a Minnesota resident for over 30 years and is an avid fan of the Vikings, Twins and Wild.

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PROFESSIONAL QUALIFICATIONS

• Degree in Business, University of Minnesota
• FINRA Series 6, 63 and 65 registrations
• Life and Health Insurance License

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