Financial Advisor

Dave Swan

Dave began his career in financial advising in 2006 as he became more aware of the amount of stress finances can have in peoples lives. Dave helps physicians fully utilize their resources so they can focus on their patients and better enjoy their time away from work.

He is registered with the Securities and Exchange Commission, holds a Series 66 license, holds the Life, Health and Annuities insurance licenses and is currently pursuing his Certified Financial Planning® designation.

In his time away from the office, Dave enjoys spending time with his family and friends. Dave and his wife, Josalynn, have two kids. They are involved in their church, enjoy the outdoors, golfing, hiking and biking, and staying active.

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Info

  • Omaha
    2606 N Main St
    suite 100
    Omaha, NE 68022
    United States

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Located in Omaha, NE