For over 10 years, people have chosen to work with me because of my openness, candor and passion. What this means is that I assist my clients in focusing on what matters most to them through a process that aligns intentions with action.
As a representative with Michigan Financial Companies, Dave offers products and services in retirement funding, estate conservation, wealth accumulation, business succession planning and executive benefits for both publicly- and privately-held companies.
- Bachelor of Science, Iowa State University - Ames, Iowa
- Master of Science, Indiana University - Bloomington, Indiana
- Doctor of Philosophy, Indiana University - Bloomington, Indiana
Memberships & Affiliations
- Berkley Chamber of Commerce
- Detroit Zoological Society
Married to Kathleen Erickson since 1985. They reside in Huntington Woods, Michigan.