Dave Mills is a CERTIFIED FINANCIAL PLANNER^™ professional with a passion for investment management. He uses his 16 years of industry experience as a fiduciary to identify unbiased financial solutions for clients in an increasingly complex and uncertain environment. Dave knows it is vital for clients to have a long-term investment strategy in place. He understands it is important for clients to feel comfortable with the person who is managing their investments and he enjoys taking the time necessary to develop and maintain that comfort level.

Dave started his investment career in the compliance department at the Vanguard Group in Arizona. While at Vanguard, he successfully completed the requirements to earn the CERTIFIED FINANCIAL PLANNER^™ certification and began creating detailed retirement plans and making investment recommendations for clients. In 2007, Dave moved to Wisconsin and became an independent investment advisor with the Mutual Fund Store. Now at Annex Wealth Management, Dave is able to fully utilize his CFP^® designation and employ a broad range of investments to provide unbiased financial solutions for his clients.

Dave has a degree in finance from the University of Nebraska. Along with the CERTIFIED FINANCIAL PLANNER^™ certification, Dave has successfully passed the General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and Uniform Investment Advisers Law (Series 65) exams.

Dave currently lives in Greenfield with his wife, Linda, and their two daughters, Nicole and Sarah.