Personalized financial solutions and responsible, insightful investing have allowed Dave to build strong relationships with his loyal clients.
Dave’s focus on independent advice and complete financial solutions has been the vision behind the establishment and growth of one of the premier independent financial service organizations in Wisconsin and northern Illinois. Under Dave’s direction, Annex Wealth Management ® brings together high-quality, client-focused professionals from the investment advisory, retirement planning and estate planning fields to form a client service team prepared to meet the financial needs of a diverse client base.
Dave has over 25 years of experience in the financial planning profession and has earned the designation of Certified Financial PlannerTM professional.
Community involvement is also important to Dave. He shares his knowledge openly every Saturday morning as co-host of the radio show "Money Talk" heard at 10 am on News Radio 620 WTMJ. Dave is the Chairman of the Board of the Financial Planning Association of Southern Wisconsin, where he previously served as President and Director of Government Relations. A prominent figure in the community, Dave is the Vice President of the Italian Community Center and Festa Italiana and serves on the boards for The United Ethnic Festivals, The Historic Third Ward, The Lakeshore State Park, and Miller Park Stadium Board (2004-2008).
In his personal time, Dave is an avid musky fisherman and spends as much time as possible in Wisconsin’s north woods. Dave and his wife Kim are raising their children, Sofia and Joseph in Elm Grove, Wisconsin.
