Broker Check
David Heine

David began in the financial services industry in 2012 after graduating Cum Laude from Minnesota State University, Mankato with a Bachelor of Science degree in Financial Planning & Insurance. Initially, he provided investments and insurance products to help his clients achieve their goals and objectives. In 2016, he attained the Certified Financial Planner designation, and added financial planning to the multiple ways in which he assists clients in meeting their goals. This would become the cornerstone of his professional life, as financial planning is how he believes he can help people the most. David spends most of his time away from work with his family, his wife Meredith and children Elyse, Hunter, and Chase. Attending and supporting them at their activities and athletic events is his priority. Additionally, he enjoys the outdoors with the family’s three dogs, and playing golf.