Meet your financial specialists.
As a Client Service Associate, David supports SWP Wealth Advisors in all aspects of client service, including the setup and maintenance of accounts, paperwork processing, and cashiering duties. Part of his time is also focused on supporting the operations team with alternative investment administration. David enjoys building relationships, incorporating innovative ideas into his work, and, ultimately, contributing to the client experience at SWP.
Prior to joining the firm, David served as the Coordinator for External Affairs for Carthage College’s Athletic Department while completing his master’s degree. In this role, he interacted with donors while creating strategic partnerships with individuals and businesses in the Kenosha, WI area.
Outside the office, David enjoys working out, playing basketball and golf, and spending time with friends and family in the Lake Geneva, WI area.
BA in Management and Marketing, Carthage College
MS in Business Design and Innovation, Carthage College