What Sets Dave Apart?
Experience, Ethics, Education

While fees are important, the primary reason you should consider Dave Peterson is his industry background. His background together with his reasonable fees means that you get what you are really looking for . . .great value!

Dave personally purchased his first mutual fund back in 1973 and has been helping clients with their planning needs since 1988.

Dave believes in being an educator to his clients. To fulfill this role as a financial educator, Dave has pursued educational credentials and certifications:

• Certified Financial Planner™ practitioner - College of Financial Planning- Denver, Colorado
• MBA - University of Iowa
• BS Business Administration - University of Minnesota
• BS Mathematics - University of Minnesota

Dave enjoys spending time with his wife, Helen, and two daughters, Amy and Jennifer. He is an active member of his church-- Dave has served as a member of the Overseers Board, Deacon Board, Finance Committee and as Treasurer. Dave was on the Pension Committee of his church's national retirement plan. He was also on the Board of Stewards of his church's state conference. Dave enjoys giving seminars and workshops to help people plan for their financial well-being.