David Herbeck has over 25 years of financial services experience, and works closely with his clients to identify and plan for their financial goals. Although many advisors offer investment and wealth management services, David's unique background in taxation and a wide variety of financial issues give him experience that few other financial advisors have. He has developed a specialty in working with retiring and retired investors, ages 50 and older, to plan for the future. Dave is dedicated & focused on a client's entire financial picture and their personal goals.
A graduate of Lakeland College with a B.A. in Accounting, David began his career as a CPA in Wisconsin. Since then, he has obtained both a Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, PA and the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.
David and his wife, Debra, have been married more than 30 years. They have two daughters, Ashley and Brittany. When David isn't helping clients reach their financial goals, he can be found on the lake fishing, on the golf course or at a Minnesota Gopher football game.