Servion Financial Advisors
Dave began his career in Financial Services 15 years ago with a national financial institution as a Loan Officer and Sales Manager in residential lending.
As a Financial Advisor, Dave is dedicated to educating clients and providing the information needed to help them make smart financial decisions. Dave's focus is on working with his clients to help prioritize what is most important and then developing a plan tailored to those goals and their unique stage in life. He works with individuals as well as small business owners to help them reach those financial goals.
Dave believes that financial guidance is important for everyone regardless of assets, income, or circumstance. He is committed to helping people feel confident about their financial decisions and pursue greater financial success.
Dave grew up in Roseville, MN and graduated from Northern Illinois University where he was a member of the Huskie's Tennis team. Today, Dave lives in Roseville with his wife Jen and their two boys, Ryan and Nate. When not working you could find Dave coaching his son's basketball teams and enjoying time with family and friends.
Licensed to sell insurance on the following States: AZ, IL, MN, SD, WI
700 Apollo Drive, Lino Lakes, MN 55014
Direct: (651) 765-6787
Mobile: (651) 245-1259
SMW FCU General # (651) 747-1500
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Cetera is under separate ownership from any other named entity.
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