David Pagel is a third generation Financial Advisor who strives to provide comprehensive financial advice that is held to the fiduciary standard without the extra costs that come with a large firm. One of his favorite aspects of the job is helping clients envision and achieve goals they have set for themselves in the future, in the most efficient and effective manner possible.
David is a graduate of Marquette University (Business Administration - 2015) with specialties in Marketing and Finance. He is currently studying to sit for the exam to become a Certified Financial Planner.
In his personal time, David enjoys rock climbing, hiking, and pursuing photography throughout the United States vast National Parks.