Simplified Financial Advice.

Meet David


As our team’s Managing Director and Wealth Advisor, Dave has extensive industry experience in providing clients with strategies to address complex wealth management issues including Investment management, comprehensive financial planning, business succession planning and wealth transfer strategies. With three decades of experience within the financial services industry, Dave primarily focuses on “C suite” executives of both public and privately held companies and medium to large size business owners.

An Omaha native, Dave is a Chartered Retirement Planning Counselor® with the College of Financial Planning and a Certified Wealth Strategist® through the Cannon Financial Institute. He is active within the community and frequently serves in an advisory capacity for industry organizations.

Outside of work, Dave enjoys spending time with his wife Liz and their two beautiful daughters, Ashley and Jessica. His hobbies include golf, pickleball, hunting, fishing and is passionate about cooking (ask him about his BBQ skills!).


David Carroll is not affiliated with Cetera Advisor Networks, LLC.