Wealth Advisor

Dave Balk

For almost 30 years, Dave has been helping high net worth clients, business owners and charitable foundations navigate their financial lives. Growing up in this industry, his dad and mentor gave him once piece of advice he still lives by today, “don’t try to make clients out of your friends, but make really good friends out of your clients.” Dave goes above and beyond to get to know people and their goals so he can truly create solutions that really work for them. He specializes in investment management, retirement planning, education planning, insurance planning and liability planning.

When he’s not easing client’s minds, he spends his spare time playing golf, traveling and enjoying live music. He and his wife Gaylene have two beautiful daughters, Madison and Shannon. And they are actively involved with their church and volunteer with marriage ministry.