Jay is a director of the Wealth Transfer team at NFP’s Minnesota office, formerly The KNW Group, where he was a managing partner and cofounder.
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He currently holds Series 7 and Series 63 securities licenses. His expertise, resources and exceptional track record enable him to help clients meet their insurance, investment, pension and personal financial planning needs.ĭavid earned his bachelor’s degree in business administration with honors from Arizona State University. He is well-versed in individual and business financial issues and stays on top of the constant changes in the financial landscape. His experience, talent and dedication allow him to deliver clear and focused planning to his clients, which he will continue to do in his role at NFP.ĭavid specializes in business and estate planning with an emphasis on preserving and building estates through forward-looking financial strategies. David excels in helping clients protect their current wealth and create long-term futures. Marcus and Associates prior to its acquisition by NFP. He has over 40 years of experience and commitment to his work, having founded the firm David A. As a CERTIFIED FINANCIAL PLANNER™ professional, investment advisor, insurance broker, estate planner and employee benefits specialist, David brings a wealth of financial knowledge to each client and their unique challenges. Star Tribune Top Workplace (2022, 2023)ĭavid joined NFP as senior vice president in May of 2023.Largest Wealth Management Firms in the Twin Cities by Minneapolis/St.
We're proud to have been recognized for our success and excellent workplace culture through local awards: NFP's Minnesota office supports various local organizations and charities including: Children's Minnesota, Tubman, Best Christmas Ever (BCE),Habitat for Humanity, Kemps Foundation, The Phoenix Residence, Minnesota Masonic Charities, North Hennepin Foundation, Auburn Homes/Moravian Care Foundation, Care Providers of Minnesota, Saint Paul Chamber Orchestra, Top Line Federal Credit Union Foundation, Old Fellows Home/Three Links Foundation, Monarch Healthcare Management, Sholom Community Alliance Foundation, Saint John's, Saint Benedict's, among several others. Throughout 2023, our team will continue to support several charities by dedicating time to volunteer and sponsoring events. We make it a priority to contribute and support charities in our community. Our passion is connecting people and providing solutions that improve and impact lives, and this goes beyond the realm of our business.
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