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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.

About US

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

Why LPL Financial

LPL Financial is one of the nation's leading financial services companies* and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit

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.

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.