About Dave Bohl
Career
Dave has worked with wealthy families for 30 years. He is proud to say he worked at Arthur Andersen from 1981 to its demise in 2002, becoming a partner in 1993. On the fall of Andersen he and his group were fortunate to join Deloitte & Touche and he became National Managing Partner of Deloitte Investment Advisors (DIA). He was identified by Worth Magazine as one of the Top 250 Wealth Advisors in the United States. After assisting in the successful sale of DIA to Aspiriant Investment Advisors, Dave retired to found NoTrustFundBabies, LLP.
Education
Valparaiso University, Marquette University Law School, University of Wisconsin-Madison (M.B.A.)
Credentials
C.P.A., C.F.P. (Certified Financial Planner), CIMA (Certified Investment Management Analyst), CLU, ChFC
Personal
Dave has been happily married to his high school sweetheart, Sue, for 30 years. They live in Whitefish Bay, Wisconsin and have three sons, Daniel (Northwestern University, University of California Berkeley-Masters in Public Health, Yale University Medical School Class of 2014), Brian (Northwestern University, University of Wisconsin Law School Class of 2013) and Christopher (Lawrence University Class of 2014). They are active members of Bay Shore Lutheran Church where he has taught Sunday School for the past 25 years. Dave enjoys racing his beloved sailboat, Odyssey, which provides the artwork for this website.