Professional

Before you can feel comfortable sharing your goals and dreams, you need to get to know your network representative. That being said, I would like to introduce myself; Nice to meet you, my name is David. I graduated from A&M with degrees in political science and economics. I am an avid boulderer and rockclimber -- that being said, I can announce I understand the importance of trust and a reliable safety net. As an outdoorsman turned extrovert, I joined Northwestern shortly after graduation with the intent of using my newly acquired skills, from on and off the mountain, to facilitate long-lasting relationships with my future clients.

Comprehensive planning, for me, is taking a step back and looking at how all the pieces fit together. Planning ahead means never having to worry about the piece that won't fit or losing one along the way. It is about making sure you have the means to keep looking forward knowing what's behind is solid footing. I look forward to our future endeavors.

All the Best,

Education

Texas A&M University - Double Major in Economics and Political Science Degree  

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline