David Sorenson

David Sorenson

Dave earned a degree in Economics and Business from the University of Nebraska and a Masters in Commercial Banking from Southern Methodist University.  Dave has held positions as a computer and tax analyst with an international CPA firm, VP at a regional commercial bank, and financial advisor. 

Dave has been an independent financial advisor since 1989 and very much enjoys helping people get more out of life by pursuing their hopes and dreams.  Over the years he has found most people come to financial planning through a series of random decisions and events.  Dave brings his wit and wisdom to the table on behalf of families who wish to gain control and a sense of order in their finances.

Dave and his wife Barb live in Wildwood, MO.  He has four children, eight grandchildren and Sherman, his golden retriever.  In his free time Dave enjoys his family, music, spending time at the lake, and traveling.

You can stop by and see Dave in his Ellisville office located at 15965 Manchester Road.