David Forbes

Born and raised in Lake Geneva, Wisconsin and a self-professed “numbers nerd,” Dave holds a degree in Finance and Business Administration from the University of North Dakota. A student of the markets and investing since high school, Dave realized early on that the true path to financial success is steady, compounding interest!

As a captain for a major airline for over 35 years, and 40 years of airline flying, the termination of his pension during the airline bankruptcies in the early 2000’s led him to the writings of Nelson Nash and the Infinite Banking Concept. After a complete re-boot of his own financial life plan, Dave concluded what is lacking in today’s financial environment is security and consistent growth. Dave is committed to helping, sharing and coaching clients through the many pitfalls to reaching financial security without market risk and debt.

Dave is married with 4 adult children… all of whom are early adopters of the Infinite Banking Concept