About
David is dedicated to helping families formulate and achieve their financial goals. He takes a comprehensive approach to financial planning and enjoys working alongside his clients as they realize their dreams. David joined Wealth Enhancement Group through the 2019 partnership with Summit Planning Group. In his free time, David likes to travel, golf, spend time with family, and he continues to stay active in hockey as a member of the De Pere Deacons. He and wife have three kids and live in Ledgeview, WI.
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Traditional and Roth IRAs share some advantages, but they each have their own unique nuances—especially when it comes to how they’re taxed.