Dave Shaw works closely with clients to develop and implement comprehensive wealth management strategies specifically tailored to meet their long-term financial goals and objectives. Dave brings to the company over 10 years of wealth management experience. Dave also assists companies with establishing and cost-effectively implementing qualified retirement plans.
Dave has done volunteer work for United Way of Dane County and Very Special Arts of Wisconsin. He is a past chair of the Dave McClain American Heart Association Research Event. Dave is a member of the Carroll College Athletic Board and was inducted into the Carroll College Hall of Fame in 1988. He is currently active with the American Cancer Society Coaches Versus Cancer events. In addition, Dave enjoys serving as a volunteer coach for the Wisconsin Swing and Wisconsin Hoops AAU basketball programs and has officiated NCAA and WIAA basketball games for 25 years.