For Dave, helping you make the most of your financial assets has been his passion. Dave enjoys guiding his clients as they implement strategies to meet their financial goals. Dave’s minimum account is $75,000 for new clients, with some exceptions for referrals and clients that work with him on a flat fee.

Dave’s clients are primarily retired investors, business owners, and working professionals. In addition to being a financial advisor assisting clients, Dave is the lead analyst of The Capital Advisory Group. He specializes in asset allocation and heads the investment research and manages due diligence requirements.

He was instrumental in developing our proprietary timing system and is responsible for implementing our investment strategies. His ultimate goal is to help reduce market risk and help minimize the fluctuating value of other assets in times that we perceive as risky and increase stock market exposure in times that we perceive as less risky.

Dave has been interviewed by several media sources including Kiplinger’s and Business Week for his outlook. Dave has been FINRA Securities licensed since 2003. He conducts advisory business as an Investment Advisory Representative with Capital Advisory Group Advisory Services and 401k Capital Advisory. Dave is also licensed for insurance.

Dave attended Seattle Pacific University and graduated cum laude with his degree in Business Administration with a Finance concentration. Several years later Dave decided to enroll as a CFA Candidate in 2005 through the CFA Institute. After several years of grueling work and exams, he was awarded the prestigious CFA designation in September 2009.

Dave is actively involved in the community through organizations like Toastmasters International and as a board member of the Bloomington Community Foundation. Dave resides in Bloomington, MN with his wife Cyrena and five-year old daughter Gabrielle. They hope to add to their growing family in the next year.