My Mission

As a Northwestern Financial Advisor (with over 30 years of service) my goal is to improve families’ overall financial security.  From my Babson college graduation, our marriage, the raising of our three children, and caring for elderly relatives, my own life experiences have helped me mentor families to save for college, retirement and other dreams.  Sometimes life gets in the way of our plans. To insure family goals become reality, I can provide financial planning solutions to help you protect and prepare for the unexpected.

Everything starts with getting to know a family’s concerns, goals, challenges, and investment style while creating and implementing a long-term plan. Several clients have told me they appreciate me listening without being judgmental; they can be honest without being defensive while discussing options.  Others have described me as their financial therapist. Whatever stage of life you are in, or looking to plan for, my team and I work to offer you effective and practical solutions.

Life is very busy while working and raising a family.  Many clients have said to their spouses or children, call David if there is a problem. I have enjoyed my career, look forward to the future, and appreciate the time and confidence families place in our relationship.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.