A Wealth of Experience
David joined Baird in January of 2014. He brings more than 25 years of investment industry experience striving to provide his clients with exceptional financial planning. David began his financial career hedging option positions for the largest volume Live Cattle Trader at the CME Group. After gaining direct experience in commodities, Dave advanced with an S&P 500 option trading group and hedged S&P 500 option positions at the Chicago Mercantile Exchange. Then from 1999 through 2013 David independently traded the S&P 500 futures index which most domestic equity portfolios are benchmarked against. His discipline and risk management skills were attributes to his success along with his handful of employees that worked cohesively as a team. Now as part of the Baird team, David applies this disciplined, consistent approach to financial planning for his clients with the goal to make it simple and easy to understand.
David attended The University of Wisconsin-Madison, where he earned his Bachelor of Business Administration Degree in Finance and Marketing. Dave was also a member of the 1993-1994 Rose Bowl Championship Team at Wisconsin.
Rooted in Traditional Values
David, his wife Alice and children Luke, Laney, Levi, and Logan live in Waunakee, WI. In his free time Dave enjoys supporting the Wisconsin Badgers, coaching his children’s sports, and saltwater fishing.