As a CERTIFIED FINANCIAL PLANNER practitioner™, Dave is dedicated to helping his clients work towards financial independence through comprehensive life planning. Dave has a well-rounded practice that encompasses various levels of planning, from insurance needs analysis and extensive retirement planning to developing a comprehensive written plan to supporting family wealth management strategies. Dave takes pride in taking a holistic approach to his business and answering the phone when you call and returning emails in a timely manner.
Taking time to care is the essence of Dave’s practice.
Dave is committed to understanding your specific needs and creating a strategy to pursue your goals.
The nation's largest independent broker/dealer* has experienced advisors skilled in planning for individual personal needs as well as businesses.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue
Understanding the ins and outs of financial planning can be a bit overwhelming. This glossary of terms is a helpful tool for all stages of planning.