David C. Kovalaske, CFP®
Dave Kovalaske, Vice President and Financial Advisor in our West Bend, Wisconsin office, joined Ziegler Wealth Management in 1992. Dave has almost 30 years of experience in the financial services industry and has been with Ziegler for more than 20 years. Dave is a Certified Financial Planner® practitioner, working with his clients to identify their financial goals and needs, and offering investments and advice tailored to help each client achieve their financial goals. With a focus on retirement planning, Dave works with his clients to craft plans with the goal of accumulating wealth for retirement, or generating income in retirement.
Dave lives in West Bend with his wife Nancy, and is very involved in the community and his church. Dave is a past member of the Holy Angels School Trust Fund committee along with his involvement in many additional church activities.
Begin by sitting down and discussing your needs and goals with Dave. He will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 800 558 1751 to schedule a time to meet.