About David
David Grzesk holds an MBA in Management and a Bachelor of Science in Business Administration with a Minor in Accounting. With a focus on helping clients achieve financial confidence and security, David is dedicated to crafting effective life planning and risk-managed financial solutions. He believes in creating financial plans that enable clients to enjoy the present and cherish time with family and friends.
Residing in New Berlin, David is a dedicated father of two boys, who keep him busy as their enthusiastic fan and unpaid chauffeur for basketball practices and games. Though he no longer plays basketball himself, he remains passionate about sports, especially enjoying watching his sons compete year-round.
Active in his community, David is a Board Member of the New Berlin Chamber of Commerce, reflecting his commitment to local engagement and support. His approach to wealth management is deeply rooted in his desire to help others live fulfilling and financially secure lives.