About Our Financial Planning Firm

About David Sloan

I am a hardworking individual that is always striving to be the best that I can be. I push myself to be better than I was yesterday. My expertise is in working with clients to find solutions to help them reach their unique financial goals. I work with clients of all ages and walks of life. My main goal as an advisor is to help people receive solid financial advice and make sure they are taken care of in all aspects of personal finances.

Fun Facts About Me

In my free time I love to fish. I mainly fish for muskies and bass but enjoy walleye and trout fishing, as well. I also enjoy gun hunting and bow hunting for deer. I pride myself on patience and attention to detail while I am hunting and fishing. Recently I started mountain biking and have quickly become infatuated. I love to golf in the summers and grew up playing soccer, basketball, and baseball.