Dave A. Krist MBA, CFP®

Dave is an experienced financial professional dedicated to providing a client-centered experience tailored to each individual's unique goals and circumstances. He values strong relationships with family, friends, and clients, and is committed to supporting others as they navigate financial decisions. Dave is mindful of the balance between pursuing long-term growth opportunities and addressing the importance of preserving accumulated wealth.

Dave is a CERTIFIED FINANCIAL PLANNER™ professional with a Master of Business Administration in Finance from the Kellstadt Graduate School of Business at DePaul University. He spent seven years as a Relationship Manager at Vantage Financial, where he worked closely with clients on a range of financial planning and investment topics. Dave takes a thoughtful, client-focused approach to understanding individual financial goals and helping clients navigate planning decisions over time.