Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Take time to Care. That is the essence of Dave’s Commitment to his clients.
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 1996-2017, 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.