After earning his MBA, Dave quickly completed all necessary industry licenses, and then passed the CERTIFIED FINANCIAL PLANNER® exam.

From Lee: “Dave desires to truly serve his clients. His consistency, intentionality, and honesty are traits that his clients can rely on as he partners with me and takes over the business in the future.”

When not serving clients, you’ll find Dave with his wife Claire, and his kiddos Cara and Gabriel. He enjoys serving as a deacon in his church, and playing golf.