A Raymond James Financial Advisor with decades of experience, David offers a wide range of services, from financial planning and wealth building to retirement and college planning. Before designing a financial strategy, David always takes the time to assess his clients’ financial goals and their tolerance for risk. Once he feels he understands the nuances of his clients’ financial and personal needs, David sets the strategy into motion. He strives to make recommendations with only his clients’ best interests in mind and sees the advisor-client relationship as a dedicated partnership with defined objectives.
Dave is a lifelong resident of the Belvidere-Rockford area, holding a Bachelor’s Degree in Finance from the University of Illinois at Urbana-Champaign. He has been a financial advisor since 2002.
Outside of the office, he is active in the Belvidere community. David is a member of the Belvidere Rotary Club and volunteers for many other causes that benefit Belvidere as well as Rockford. His wife, Char, is a former banker, and they have two children, Brandon and Rachel.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer, and are not insured bank insurance , the FDIC or any other government agency, are not deposits or obligations of First Mid Bank & Trust, are not guaranteed by First Mid Bank & Trust, and are subject to risks, including the possible loss of principal. First Mid Bank & Trust and First Mid Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Privacy Notice.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
