David Tassoul is passionate about building long-term relationships and helping clients navigate life’s financial milestones with confidence. He believes financial planning is about more than investments – it’s about understanding each client’s goals, priorities, and values to create personalized strategies that support their future.
David graduated from the University of Wisconsin-La Crosse with a degree in Finance and holds FINRA Series 7 and Series 66 securities registrations, along with Life and Health Insurance certifications. He has also earned the Certified Financial Planner™ (CFP®) designation, reflecting his commitment to providing comprehensive financial planning and trusted guidance to clients.
David began his career in the financial services industry in 2002 and has spent more than two decades helping individuals and families work toward their financial goals through personalized planning and investment strategies. He joined TMS Financial in October 2022, where he continues to focus on delivering thoughtful financial guidance and building meaningful client relationships centered on trust, education, and long-term planning.
Outside of the office, David and his wife, Angela, stay busy supporting their children – Abby, Kaitlyn, and Lucas – in their many activities. In his free time, he enjoys cooking, golfing, attending Wisconsin sporting events, and traveling.