Meet David
David’s career began on the trading side of the financial world, giving him an up-close view of how investment decisions get made. Today, he brings that perspective to his work as a Wealth Advisor and member of Bluespring’s Advanced Planning Group, helping connect investment strategy to the rest of a client’s financial plan.
David has worked in financial services since 2010 and joined the team in 2015 after working as a Securities Trader with a Twin Cities financial firm. He earned his B.A. in Business Administration with a focus on Financial Management from the University of St. Thomas and holds both the CFP® and CIMA® designations.