David Colby
Midwest-Based Financial Planning | Serving Medical Providers, Families, Pre-Retirees | Avid Wisconsin Sports Fan | Great Pyrenees Dog Dad
- Role
- Board Member at Northwestern Mutual
- Location
- Stevens Point, WI, US
- LinkedIn followers
- 500 followers
About David Colby
Stevens Point native, UWSP SBE Alum (B.S. Business Admin; Finance, Management emphases; Economics minor), outdoor activity enthusiast, sports fanatic, guitarist. Primarily work as a Financial Advisor, assisting young families and professionals in all aspects of their finances. For clientele nearing retirement, I build tax-conscious income distribution strategies. Part-time work as a Wedding DJ for an entertainment company throughout WI. Board member for Financial Wellness of Portage County.
Experience
Board Member
Jul 2022 — Present · Portage County, WI, US
I sit as a Board Member for Financial Wellness of Portage County - we seek to encourage financial education to actively improve the financial well-being of Portage County residents. As a Board Member, I help strategize how FWPC can identify and offer opportunities to individuals and families, with the goal of ameliorating the landscape of financial wellness in Portage County.
Education
University of Wisconsin - Stevens Point
Business Administration - Management and Finance
2015 — 2019
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