Dave Czarnecki

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

As a Certified Financial Planner professional, we can define together the scope, detail and service you want, before you decide.

Dave's Mission

"To help my clients avoid financial regret by being the catalyst that helps them make progress towards their financial goals."

Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists. These are people who have invested their time and developed their talents to become expects and they have the knowledge that comes only from experience.

What's paramount is to have a flexible approach with complementary solutions. We utilize the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.