With 20+ years of experience in the financial services industry, Dave serves as a trusted advisor for a wide variety of clients including high net worth families, business owners, executives, and retirees. He works closely with clients to develop and implement their financial plans and prides himself on collaborating efficiently and effectively to get things done for them. His educational approach with clients has earned him a reputation for being a reliable and steady advisor throughout all economic environments and stages of life.
Dave’s professional experience includes leadership roles where he served as a mentor and guide for Financial Advisors across all experience levels. He believes in leading by example and has a history of setting the standard for excellence when it comes to delivering an exceptional experience for clients.
Dave lives in Aurora, Ohio, with his wife Kelly, and their two sons, Nicholas and Dominic. When Dave is not in the office guiding his clients, he’s likely still playing the coach role — just out on the field instead! He coaches youth sports, plays hockey and soccer, and likes to get away every once in a while for a ski trip.
