Dave Arens
Founding Partner
Historical Relationship Tenure: 20 years
Years of Experience: 37 years
Educational Background
- University of Iowa, MA, Economics
- University of Iowa, BA, Zoology
Designations/Certifications/Classes
- Graduate, ABA School of Banking Colorado
- Graduate, Cannon Trust School I & II
- Graduate, Wells Fargo Business Succession Planning I & II
- Graduate, Wells Fargo Family Dynamics Training
Other Notable Information
- Niche is business owners and succession planning
- Trust and estate planning expertise
- Tax planning and management expertise
- P&C/health insurance management expertise
- Budgeting and bill pay expertise