Dave’s primary focus is on helping people accumulate wealth prior to retirement and maintaining their lifestyle in retirement. He believes that helping clients pursue their goals in today’s financial and economic environment requires a deliberate, thoughtful and comprehensive approach. He takes pride in his ability to listen and develop customized strategies aligned with each client’s individual goals and values.
Dave is a Registered Principal and Financial Advisor. He holds Series 24, 7, 63, and 66 Securities registrations with LPL Financial. He also has his Life and Health Insurance licenses.