David K. Sorensen, CLU, ChFC, has been providing financial services to his clients since 1972. Sorensen has been involved in this complicated and technical arena for more than 30 years, both directly and through supporting other financial services professionals. His experience enables him to evaluate each client’s needs and desires, and formulate solutions to help pursue those financial objectives.
Sorensen is the President and CEO of Legacy Advisor Network of Madison. His areas of knowledge and experience are in estate and business planning for individuals, business owners, and retirees. He regularly conducts seminars on business planning. Sorensen has consistently qualified for the industry’s National Management Award, and recently chaired the Southern Wisconsin Business Ethics Award committee.
Dave has been married to Joan for over 40 years. They have five children and three grandchildren, who occupy a great majority of their free time. Dave also finds great enjoyment in serving his community through family and church activities, as well as sailing, water and snow skiing, and the north woods.