Having more than two decades of experience, Dave has extensive expertise in retirement and wealth planning, as well as tax-reduction strategies.
Dave understands everyone’s situation is unique, so getting to know the client is essential. He never assumes anything before learning who they are and what they hope to achieve. Having this knowledge leads him to the strategies that best work for each individual. Genuine, caring and committed, Dave always puts the needs of his clients first to develop long lasting relationships.
He has the skills and compassion to guide them in all aspects of financial planning and has strategic partnerships with estate planning and tax professionals to provide comprehensive solutions for wealth accumulation and protection.
We operate in a fiduciary capacity and are legally obligated to put the needs of our clients first. To best serve his clients, Dave is licensed in life and annuities, holds his Series 65 Uniform Investment Advisor Law Exam and is an Investment Advisor Representative with Change Path, LLC. Dave honorably served 6 years in the U.S. Army as a communication specialist prior to graduating from the University of Nebraska with a bachelor’s in Finance. Dave is also the Director of Lincoln Operations for the Foundation for Educational Partnership (feponline.org), one of the largest and fastest growing 501(c)(3) nonprofits in the country dedicated to financial literacy and education.
Shawn Ahl, CPA
Shawn Ahl, CPA, is committed to always putting the clients’ needs first. Using her expertise in retirement financial planning as well as tax strategies, Shawn takes pride in having the ability to help clients enter the next stage of their lives with confidence.
Focusing on keeping her clients informed is a main component for how Shawn operates. Being informed allows each individual to take a major role in the decision-making process and truly feel good about the choices they’ve made.
Shawn enjoys getting to know her clients on a personal level and building lifelong relationships. Her drive comes from always wanting to be informed, so she is equipped to bring the best ideas and strategies to her clients. Shawn is a CPA and a graduate of University of Nebraska-Lincoln. Shawn is also an Ed Slott Elite Advisor.