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David?s passion and role is investment research and management. David?s enthusiasm for investments stems from his father and grandfather, both of whom preached the importance of saving and investing. David is continually reviewing market opportunities and risks in an effort to best position client portfolios for long-term success. Professional Experience: David has 10 years of experience working with investment research as a financial advisor. Prior to joining the McCright Wealth Management Group, he was a Portfolio Manager and Analyst with BerganKDV. Education: ? 2014 graduate of University of Northern Iowa with a degree in Finance ? 2020 graduate of University of Northern Iowa with his MBA ? David has acquired his FINRA Series 7, 65 and 66 registrations along with Life and Health Insurance industry license. Family & Personal: When he is not serving his clients, David spends time golfing, and enjoying life with his wife, Paige and their kids, Baker and Olivia.
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