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David Shaw works closely with clients to develop comprehensive wealth management and investment strategies specifically tailored to meet their long-term financial goals and objectives. Dave has over 20 years of wealth management experience.
He is a member of the First Business Bank Charitable Contributions Committee, past member of St. Mary’s Hospital Foundation Board, and a past chair of the Dave McClain American Heart Association Research Event. Dave is a member of the Carroll University Athletic Board and was inducted into the Carroll University Sports Hall of Fame in 1988. Carroll University awarded Dave the 2025 Pioneer Service Award in recognition of his devotion to leadership and service. He is currently active with the American Cancer Society’s Coaches Versus Cancer event and has co-chaired the event three times. In addition, Dave enjoys serving as a volunteer coach for the Wisconsin Swing AAU basketball program and has officiated NCAA and WIAA basketball games for 27 years.
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