David Pagels

Senior Vice President, Wealth Advisor
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Areas of Expertise

Tax Strategies
Asset Allocation
Retirement Planning
Philanthropy
Estate Planning

Qualifications & Experience

  • BA in Economics, University of Minnesota
  • BA in Business Management, University of Minnesota
Ashland, WI

Media

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Words to Live By

"Which is more important," ask Big Panda," the journey or the destination" "The company" said Tiny Dragon.
Big Panda and Tiny Dragon - James Norbury

Client Experience Professionals

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Team Members

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About

For more than two decades, Dave has dedicated himself to helping clients build confidence in their financial future, so they can focus on living their best life. He takes pride in creating meaningful partnerships grounded in trust, accessibility, and a deep commitment to client success.

Following in the footsteps of his father, a respected financial advisor, Dave learned early on the values that continue to guide his work today: treat clients like family, honor your commitments, and always lead with gratitude and respect. These principles became the foundation of Fireside Financial Partners, which he founded to ensure clients have a trusted, personal relationship with their financial team.

Outside of work, Dave enjoys spending time outdoors – hiking, foraging, mushroom hunting, and muskie fishing in the warmer months, and skiing and snowshoeing in the winter. He also makes his own maple syrup, tends a vegetable garden, and loves cooking and entertaining friends, often hosting pontoon rides in the summer. Above all, he values time with his wife, Julie, their family, and their community.