TEAM
Meet your financial specialists.
David Budzisz
Wealth Analyst
As a Wealth Analyst, David supports Wealth Advisors in managing client relationships, including portfolio management, investment allocation, and meeting preparation. David enjoys building relationships with clients, incorporating innovative ideas into his work, and, ultimately, contributing to the client experience at SWP.
Before becoming a Wealth Analyst, David served as a Client Service Associate. In this role, he supported our advisors in account maintenance, paperwork, and money movement.
Outside the office, David enjoys exercising, playing golf, and spending time with friends and family in the Lake Geneva, WI area.
Education
BA in Management and Marketing, Carthage College
MS in Business Design and Innovation, Carthage College
Office Location
Deerfield, IL