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Providing the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of our success.

David Johnson


David J. Johnson, CFP® has worked in the financial services industry since 2000.  David’s financial planning approach seeks to provide his clients with a more confident financial future, while helping them to achieve their financial goals.  David has extensive knowledge regarding investment strategies, retirement income planning and legacy planning. David is investment licensed, insurance licensed and holds the Certified Financial Planner™ designation.  He obtained his business degree from Bethel College in Arden Hills, MN.  David, along with his wife and 4 children, enjoy staying busy with school sports and events, church activities, spending time outdoors, and are big fans of Minnesota sports.