Exit Planning Institute - Find a CEPA

David prides himself on advising clients with the intention of reducing or eliminating financial stress. David has worked with his team (currently 13 employees) since 2003. He has taken a passion to the investment world ever since he built his first stock portfolio in 7th grade. His tenacious work ethic stems back to his days as a newspaper delivery boy—his first paycheck at the age of 8 still hangs on his wall.

As a CERTIFIED FINANCIAL PLANNER™ David enjoys being able to offer sound advice within the advisory relationships he maintains with his clients. His experience with mergers and acquisitions makes him a vital asset to business owners as a Certified Exit Planning Advisor®.

In addition to the role as Puzzle’s President, he heads the Business Development committee and serves on the Investment Committee as a Senior Portfolio Manager.

David is honored to be included in the Forbes Best-in-State list of top advisors for 2021*. Prior to joining The Klaas Group, David was a Founding Partner of Arcis Trading in Chicago, IL. He graduated from the University of Illinois at Urbana-Champaign with a B.S. in finance in 1999. He and his family reside in Southlake, TX. His passions include watching his boys compete in several sports, cheering on Chicago/Dallas sports teams, and working on lowering his golf handicap.

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As a CERTIFIED FINANCIAL PLANNER™ David enjoys being able to offer sound advice within the advisory relationships he maintains with his clients. His experience with mergers and acquisitions makes him a vital asset to business owners as a Certified Exit Planning Advisor®.

In addition to the role as Puzzle’s President, he heads the Business Development committee and serves on the Investment Committee as a Senior Portfolio Manager.

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