David J. Tassoul, CFP®

David is a graduate of the University Wisconsin – LaCrosse with a bachelor’s degree in Finance. David began his career as a financial advisor with American General Securities in 2002 and has served his clients for more than 13 years. David works with individuals and businesses alike to help them plan, implement and achieve their financial success.

In 2009, David earned his CERTIFIED FINANCIAL PLANNER™ certification. He is also a member of the Estate Planning Council of Northeast Wisconsin.

David and his wife Angela reside in DePere, WI with their three children - Abigail, Kaitlyn and Lucas. In his free time David enjoys golfing, cooking and spending time with his family.