Dave provides his clients with financial confidence by developing simplified and efficient financial strategies in helping them achieve their goals. He is determined to provide the highest level of service with retirement planning, preparing for unexpected life events, college savings, small business employer plan support, etc. Dave is relationship driven and prides himself in understanding unique client or family dynamics, to ensure strategies are tailored specifically to what is most important to them.
It is a team effort. In addition to Karl, Donna and local branch staff, we have hundreds of associates and advanced technology working behind the scenes to ultimately better serve our clients. We welcome the opportunity to work with estate attorneys, accountants and other trusted professionals, to help deliver all-encompassing plans specifically tailored to client needs.
Dave was born and raised in Lincoln, NE and served 21 years in the Air Force. After his commission in 2003, coaching and guiding others to achieve their goals became a primary responsibility and something that shaped him. “I really loved that aspect of leadership because it gave me purpose, but on a personal level” Dave said. “Those experiences, along with a Grandpa Everson inspired interest in investing and trying to stay out of debt, is what led me to the financial services industry in 2014. Since then, I have been serving my clients with a similar approach to what I was doing in the latter years of my first career—coaching, guiding and encouraging folks to achieve their goals.”
Dave earned his master’s degree in business management from American Military University before leaving the Air Force. He currently resides and works in Omaha with his wife Stacy, and they have raised two awesome kids (now adults), Kaitlyn and Kobe.