$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

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Dave Arens

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


  • 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