Broker Check
David Grzesk

David Grzesk

Wealth Management Advisor

David was raised in New Berlin, Wisconsin and he comes from a family of educators with both of his parents and one of his siblings serving the community as teachers. David’s background is also grounded in education having spent the first 12 years of his professional career working in post-secondary education and helping to change lives at Universal Technical Institute. This career path took him all over the country as he was able to use his business background and experience to expand their national footprint and open new campus locations in Philadelphia and Dallas. Having lived all over the United States and two years in Kenya, he developed an appreciation for how great a place New Berlin is to live and raise a family. He currently resides in New Berlin with his two sons. His interests include health and fitness, sports, and spending time with his family.

Qualifications and Licenses

  • MBA in Management
  • Bachelor of Science in Business Administration, Minor in Accounting
  • Investment Advisory License, Series 65
  • Life, Health, and Accident License

Areas of Focus

  • Comprehensive Financial Planning
  • Wealth Accumulation & Preservation Strategies
  • Company-Sponsored Retirement Plans & Employee Benefits
  • Long-Term Care Planning
  • Promoting Financial Literacy

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