David Bakker
David Bakker has been in the financial services industry since 1997, he joined IHT Wealth Management as a Senior Wealth Advisor in January of 2023, after working at Wells Fargo for over 25 years.
David and his long-time business partner, Tim Pitera team up to serve successful professionals and their families. Leveraging their partnership, David and Tim each utilize their unique skill sets to focus on all facets of their clients’ goals and objectives. The partnership allows them each to work in the areas they enjoy. David prides himself on communicating effectively so clients will have the utmost confidence in all aspects of their financial lives. He likes to thoroughly plan to ensure that clients can work towards their goals in the most efficient manner possible. Easing client concerns as they enter a new phase of life is his favorite part of being a qualified Senior Wealth Advisor.
David graduated from Saint John’s University with a Bachelor of Science Degree in Management in 2000. When he isn’t meeting with clients or spending time with his family, he can be found coaching hockey, reading, or fishing.
“Leveraging our experience and understanding, we aim to help you achieve financial clarity, make informed decisions and develop a plan that leverages your money as a tool to build a life you’ve earned. We are dedicated to helping you fully implement a financial and investment strategy that actually strives to grow and maintain significant wealth as we guide clients with integrity, clear communication, education and straight- forward solutions”