David serves as a Partner, Senior Wealth Advisor for Crusonia Wealth. David started his financial services career with Deloitte in 1994 and focuses his practice on providing comprehensive financial planning and investment consulting to high-net-worth individuals, including CEOs, CFOs, and other senior executives.
David has extensive experience in portfolio design and management, retirement planning, estate planning, income tax planning, and risk management.
David earned his Bachelor of Science degree in business administration with the Highest Distinction, as well as a Master of Professional Accountancy degree from the University of Nebraska-Lincoln. He is a CPA and holds the Certified Financial Planner™ certification. David is a member of numerous professional societies and has previously served on the Advisory Board for the University of Nebraska School of Accountancy.
David’s interests include spending time with his family (including three grandboys), camping, skiing, and watching college football,
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