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Practice Emphasis

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.

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Your Money, Your Plan

Dave is committed to understanding your specific needs and creating a strategy to pursue your goals.

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Why LPL Financial?

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

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What does it all mean?

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.

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