David Herbeck, CPA/PFS, ChFC

Expertise
Dave has been with BPK&Z since 1988 and a shareholder since January 1999. He was a founder and now leads the company's financial services division, BPKZ Financial Services, LLP. Dave works with his clients to identify and achieve their financial goals. His unique background in taxation and a full spectrum of financial issues gives him experience that few other financial professionals have. He is trained to focus strategically on a client's whole financial picture.

Background
Dave has both a Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, PA and the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants. He is a member of the Society of Financial Service Professionals and the American Institute of Certified Public Accountants. He is also a member of the Minnesota Society of Certified Public Accountants, and has served as chairman of its Personal Financial Planning Conference Committee. He was also 2005-2006 President of The Northwest Suburban Optimist Club.

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