Dave Deschamps CFP®
Why did you choose to be part of the BDF team?
I chose to join BDF because of the team culture and the passion for serving clients. It was vital for me to join a firm where my values and the firms were aligned, and I see it play out every day at BDF. One of our Core Values is “Always Do the Right Thing,” and I find that to be very meaningful in our work with clients and other BDF team members.
What skills or characteristics make you uniquely qualified for this work?
I believe that the most crucial trait we must have in wealth management is listening. Once I know what’s essential to our clients and what they want to accomplish, I can then discuss; potential paths to successfully get there. It’s vital that it starts with listening and then provide solutions – and not the other way around.
What is the one thing you wish every person knew when making financial decisions?
Every person must consider their own unique circumstances when making decisions and not compare it to others. Each of us has our own personalities, viewpoints, and emotions toward finances, and we should not use others as a benchmark.
Where can we find you when you’re not working?
When I’m not working, you can find me with my wife and three sons in Glen Ellyn. We like to go up to Wisconsin and see family as much as we can during the summer, and we enjoy being outside.
What does “Helping people enjoy a full life” mean to you?
To make sound decisions, the first step is understanding and education. When our clients have a clear understanding of the implications of their choices, they can then discern which direction to choose that aligns with their personal goals and aspirations. Also, this is an ongoing and ever-evolving process that must continually be evaluated.
Dave Deschamps enjoys developing and implementing financial plans and investment portfolios for clients that allow them to enjoy their full life – whether that means retiring early, assisting family, or pursuing charitable endeavors.
As a Wealth Manager, Dave enjoys bringing clarity and understanding to the big picture questions while filtering out many distractions. Drawing on over a decade of experience as a CERTIFIED FINANCIAL PLANNERTM professional, he’s able to help clients balance the financial implications along with the emotional considerations when making important decisions.
Dave joined BDF in September 2017 after spending the previous ten years with a financial planning firm in the Chicagoland area. He earned his B.A. in Business Administration from Calvin College in Grand Rapids, MI.