CONNECT WITH US

PERSONAL SERVICE AND ATTENTION RIGHT IN YOUR NEIGHBORHOOD 

David Johnson serves as a Financial Advisor who provides individuals, families, and businesses with highly personalized wealth management services. Through the Envision® process, Dave determines his clients' needs, investment objectives, and risk tolerances and tailors a unique investment plan accordingly, often working in conjunction with his clients’ attorneys and accountants. He has applied his care and skills to serve wealth management needs in the communities of Barrington and Arlington Heights, Illinois for many years. 

Dave holds a bachelor’s degree from North Park College and an MBA from DePaul University. He holds FINRA Series 7, 63, and 65 Licenses in addition to Life, Health, and Variable Annuities Insurance Licenses. He is also a CERTIFIED FINANCIAL PLANNER™, having earned his designation through Northwestern University's School of Continuing Studies. Dave lives in Barrington with his wife, Sue, and son, Matt, and has served on the Foundation Board of the Lutheran Home and Lutheran Life Communities in Arlington Heights since 2002.

David works with Victoria McMillan, a Registered Financial Associate. Vicki is responsible for account maintenance, trades, and client databases. She also takes the lead on all marketing initiatives including seminar development and mailings.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.