Senior Integrated Wealth Advisor
David Sayers is a Senior Integrated Wealth Advisor at Carlson Capital Management. In this role, David partners with clients and their families, providing the firm’s fully integrated wealth management experience, including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, David also connects clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.
David joins CCM with nearly 15 years of experience serving as a wealth manager for individuals and families in various roles in the Twin Cities. In this work, he provided clients with financial planning strategies to meet their personalized goals. He earned his Bachelor of Science in engineering and business management from the University of Minnesota. He returned to the U of M to earn his MBA in marketing and strategic management. He spent the “first act” of his career on a corporate path at both GE and 3M before making a purpose-driven pivot to financial planning. He holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. In addition, he earned the Certified Divorce Financial Analyst® designation through the Institute for Divorce Financial Analysts, helping him to provide specialized planning insight to clients impacted by divorce. David is energized by helping people learn and discover so that they can live the life they want with confidence. With a background in engineering and a deep interest in people and their stories, David has a unique ability to optimize the trade offs of a plan while considering the people impacted by it.
David lives in Woodbury, Minnesota, with his wife, Tera, and his three sons, Benjamin, Andrew, and Henry. He loves the arts, athletics, and the outdoors. He is proudly the least artistically-talented member of his family, so he enjoys watching his boys sing, dance, and play instruments. David is a theater and film buff, with a special love for musicals. In addition, he is a long-suffering Minnesota sports fan, still waiting to enjoy the glory days of his favorite teams. He loves camping, hiking, and family road trips. He is a fan of all things Disney, and is happy to share his best tips for navigating Disney Parks.