David Stachowiak, CPFA, CFF
Director of Planning and Investments/Partner
Dave was initially educated with a focus on concert piano and trombone at DePaul University. His advanced degree was attained in Economics from Elmhurst University.
His career began in the technology field where he worked his way up to CIO of a $2.5 billion electronics firm. During this time technology took a twist and began focusing on the internet presence and year 2000 issues ahead. Dave became a partner in a technology consulting firm that was eventually sold to a public company. Receiving public equity in the company Dave became interested in the markets.
Shortly, thereafter, Dave began his advisory career. Dave’s firm experience includes AG Edwards (now Wells Fargo Advisors), Chase Investment Services, US Bancorp, Wells Fargo Advisors, and now Lincoln Financial.
During his tenure at Chase Investment Services Dave achieved his supervisory license (series 24) and began managing northern Illinois. Only one thing was missing from this opportunity, and that was working with people and helping to plan for their financial success.
Dave moved back into the advisory/planner role where he could affect people’s lives and help them achieve their goals. This vast experience allows Dave to draw from his experience as a business owner, securities supervision and compliance, and experience with multiple platforms to bring a heartfelt and sincere approach to doing his best work for each client.