David Sorensen is President and CEO of Legacy Advisor Network. Having begun his career in the wealth management industry nearly 45 years ago, Dave’s passion is in making an impact in the lives of people. He accomplishes this through working closely with our network of advisors, mentoring and coaching them to greater impact in the lives of their clients and families. His client niche is found in acting as a personal financial strategist for business owners who desire to accumulate, protect, and preserve their wealth. Most of Dave’s clients are or have been owners of small or closely held businesses, professionals, executives, and others who have responsibility for meaningful sums of money.
Dave is a graduate of Taylor University, and earned a Master’s Degree from Ball State University. Dave has earned his designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College in Bryn Maur, Pennsylvania, and has a reputation of delivering excellence as a financial advisor. He has enjoyed such roles as chairman of the Southern Wisconsin Business Ethics Award, and President of the Madison Chapter of the Society of Financial Services Professionals. He is featured regularly as instructor at various educational curricula for financial advisors.
When he is not working, Dave is active in his community, church, and youth activities, and most of all, Dave is devoted to his family. He and his wife Joan have been married for over 40 years, and are the parents of five terrific adult children. They are proud grandparents of four.