About
David
David supports wealth advisors in managing client relationships, including portfolio management, investment allocation, and meeting preparation. David enjoys building relationships with clients, incorporating innovative ideas into his work, and, ultimately, contributing to the client experience.
David joined Focus Partners in 2026, having previously worked at Strategic Wealth Partners (SWP), where he started as a client service associate. He supported advisors in account maintenance, paperwork, and money movement.
Outside the office David enjoys exercising, playing golf, and spending time with friends and family in the Lake Geneva, Wisconsin area.
Education and Professional Milestones
-Carthage College – bachelor’s degree in management and marketing
-Carthage College – master’s degree in business design and innovation
David supports wealth advisors in managing client relationships, including portfolio management, investment allocation, and meeting preparation. David enjoys building relationships with clients, incorporating innovative ideas into his work, and, ultimately, contributing to the client experience.
David joined Focus Partners in 2026, having previously worked at Strategic Wealth Partners (SWP), where he started as a client service associate. He supported advisors in account maintenance, paperwork, and money movement.
Outside the office David enjoys exercising, playing golf, and spending time with friends and family in the Lake Geneva, Wisconsin area.
Education and Professional Milestones
-Carthage College – bachelor’s degree in management and marketing
-Carthage College – master’s degree in business design and innovation