About Dave

Professional

I believe that education in this industry is critical.  I received my degree in Marketing and Management from Midland Lutheran College (now Midland University).  Directly following I earned my Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Long Term Care (CLTC®), and Certified Advisor to Senior Living (CASL®) designations.  I hold my series 6, 63, 26 and 7 securities licenses.  Learning does not stop as this industry is ever evolving.  

Continuing Education Achievements:

  • The Chartered Life Underwriter designation from The American College
  • The Chartered Financial Consultant designation from The American College
  • The Chartered Advisor for Senior Living from The American College
  • The Certified in Long Term Care (CLTC®) designation from The CLTC Board of Standards

Associations and Memberships:

  • Million Dollar Round Table Qualifying Member
  • National Association of Insurance and Financial Advisors

Awards:

  • NAIFA Quality Award (2011-2016)
  • Life Impact Award
  • Star Club Award
  • Best Year Ever Award
  • Central Achievement Award

Personal

I met my beautiful wife, Sally, while attending Midland. We were married in August of 2004 and she finished her Doctorate of Physical Therapy degree. God has blessed us with two amazing boys! Will in December of 2009 and Sean on Valentine’s Day of 2012. We enjoy spending time at my parent’s lake home west of Fremont throughout the summer. Will and Sean are excited to learn how to ski and wakeboard like Dad. We love to travel, especially to Florida to see Sally’s family. Our boys are involved in basketball, soccer, baseball and swimming. During the winter months, I enjoy Upland Game and Waterfowl hunting with our vizsla, Splash. The boys can’t wait for their chance to join me in the field!

Sally and I also enjoy giving back to our community. We have been able to support Alex’s Lemonade Stand, The Salvation Army, Night for Sight and Bike for Sight, Children’s Hospital, Outlook Nebraska and others through our church. We feel blessed and hope to help more in the future. 

 

 

Value

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Investment Operations and Services Christine L Shafer

Christine L Shafer

Director of Investment Operations and Services

402-390-6334

Christine joined our organization in 2006 in order to bring a greater focus on customer service. Before joining us, Christine worked as Business Manager at The Designers and held key positions in project management and office operations. She is licensed for both securities and insurance transactions. She and her husband recently celebrated their silver wedding anniversary, and they have two adult children, both married. She enjoys any time spent with them and her two grand-dogs. Because of her background in interior design, she still pursues decorating projects and other creative activities like woodworking and furniture refinishing. She is the set design/construction team leader at her church.
Photo of Technology Coordinator Alec Prokupek

Alec Prokupek

Technology Coordinator

402-391-6651

Alec serves as the team's Technology Coordinator. He helps the team with integrating a unique, digital client experience. From the consumer website, client relationship management system, to the innovative planning experience, Alec works with the team to stay on the cutting edge of technology.