David S. Baumann

Approach

David provides asset management and financial planning to individuals as well as small and mid-sized corporations. A business owner himself, he brings both professional expertise and firsthand experience to his work, with particular strength in planning for business owners, sales professionals, medical specialists, and family farms. Along with advising clients, David sits on the firm's Investment Committee.

Background

Born and raised on his family farm in Sutton, Nebraska, David graduated from the University of Nebraska–Lincoln. With 20 years in the markets, he entered the industry with Princor Financial Services in 2005 and went on to work with Securian Financial Services and Wells Fargo before joining Quantum Financial Partners in 2016.

Beyond the office

David resides in Gretna, Nebraska, with his wife, Diane, and their combined five children and four grandchildren. He serves on his church's Stewardship Committee and as vice president of his homeowners association. Outside of work, David enjoys spending time with family and the outdoors, and has a passion for golf.

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