Our Qualifications

David earned a Bachelor of Science degree in Accounting from Ferris State University, Big Rapids, Michigan, and a Masters degree in Business Administration from the University of Wisconsin-Oshkosh. He worked for Arthur Andersen & Co. in Chicago for 4 years, and Kimberly-Clark for 8 years before starting his present business in 1985. David is an active member of the National Association of Insurance and Financial Advisors, Wisconsin Association of Insurance and Financial Advisors and Fox River Vally Association of Insurance and Financial Advisors. David has qualified of the Million Dollar Round Table which represents the top 3% of the advisors worldwide. David has received extensive training in the negotiated employee benefits of companies represented by The International Brotherhood of Electrical Workers (IBEW) and the Communication Workers of America (CWA). David provides ongoing financial and retirement workshops for local members in Wisconsin and Michigan. These workshops assist employees with their retirement and investment decisions.

 Deb Johnston works as office manager and administrative assistant responsible for all client service. She earned a Bachelor of Arts degree in Spanish (Phi Betta Kappa) from Beloit College, Beloit, Wisconsin and an MBA in Marketing from the University of Wisconsin-Madison. Before joining Dave, Deb worked for Kimberly-Clark and Sara Lee in various marketing positions for 7 years.