Dave can be reached at:

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Dave and his ensemble team at AmeriFlex specialize in helping successful individuals, families and small business owners navigate and plan for life’s transitional events. Their practice focuses on developing and implementing sound financial strategies for clients who are transitioning assets in retirement, divorce, inheritance or the sale of a business. Dave’s objectives include preserving and helping grow wealth, retirement income strategies and legacy planning.

Dave holds the Accredited Investment Fiduciary (AIF) and Retirement Income Certified Professional (RICP) credentials. He is also a Qualifying and Life Top of the Table member of the Million Dollar Round Table (MDRT) : Qualifying membership in the MDRT Top of the Table is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.Dave is an active member of the National Association of Insurance and Financial Advisors (NAIFA) in Nebraska and has held all leadership chairs, including President. Dave has also been active in Central Nebraska communities through Chamber of Commerce leadership programs, YMCA Coaching, Boy Scouts of America leadership and mentoring.

Dave says he is proud of “The collaborative spirit of the AmeriFlex team, which is essential for helping our clients reach their financial goals.”