David A. Pagel, JD, CFP®

David Pagel is the founder of Pagel Wealth Management. He provides and implements the oversight and inspiration for the company. David's primary focus is on delivering independent financial advice in the areas of investments, retirement planning, legacy planning, succession planning, tax planning, and overall estate planning. He is also an expert in the areas of life insurance, disability income insurance, annuities, and Medicare supplement insurance.

David is a graduate of Marquette University (Business Administration- 1984) and the Marquette University School of Law (1988). He holds the Certified Financial Planner professional designation.

He currently serves as the Secretary of the Cedarburg Light and Water Commission. David is also a member of the Board of Directors and the Executive Committee of the Blakney Corporation, a private family-owned investment company founded in 1955. He previously served a six year term as a member of the Board of Directors of the Greater Cedarburg Foundation.

In his personal time, David enjoys fishing, outdoor sports, and hiking with his wife, Anne, in both Wisconsin and Florida.