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David has earned, with honors, a Bachelor of Science degree in accounting/business from North Dakota State University and a Bachelor of Arts music degree, including a mathematics minor, from Concordia College-Moorhead.  He has also completed numerous credits in the Masters in Business Taxation program at the University of Minnesota. 

As President of Financial Coach Advisors, Inc. and Financial Coach, Inc., David has an extensive background relating comprehensively your issues regarding investments, tax planning, accounting, insurance, risk management, wealth accumulation and business strategies into understandable, common sense solutions.

David plays a trumpet professionally (Blue Daddies) during the weekends and is an instrument-rated private pilot.

 

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Financial Coach Advisors, Inc. is a Registered Investment Advisor in the State of Minnesota.  David A. Lloyd is a licensed insurance agent in Minnesota and Wisconsin.

This website is intended to solicit business in only those states that Financial Coach Advisors, Inc., David Lloyd, or any other affiliate is appropriately licensed.