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 success planning 
  • Trust and estate planning expertise
  • Tax planning and management expertise 
  • P&C/health insurance management expertise 
  • Budgeting and bill pay expertise