Dave is a Minnesota native and a graduate of the University of Utah with a degree in Finance. With more than 20 years in the finance and banking industry, he’s worked with clients to help oversee all their banking needs: consumer loans, home loans and commercial loans as well as dealer financing. He has held an insurance license since 2002 and securities licenses since 2007. Before coming to Focus Financial he was an independent investment advisor representative with Preferred Resource Group and before that a financial advisor with AXA Advisors. He lives in Bloomington with his two children.