I advise a select group of very successful corporate executives and entrepreneurs who, among other things, aspire to a work optional lifestyle. I have developed and refined a process that puts all the pieces of the financial puzzle together and I call it the Retire with Confidence process. At Raymond James, Dave has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also he provides all the information you need to make informed decisions based on realistic expectations about your investment needs. Dave and his partners formed HD Wealth Strategies of Raymond James in 2009 after 13 years with Merrill Lynch and Fifth Third Securities. He is a graduate of Western Michigan University and received a degree in Engineering with a minor in Mathematics. Dave is currently the Secretary of the local Lions Club and a currently serves on the boards of both CERV (Cincinnati Education & Research for Veterans) and Water Prosper. Dave lives in Terrace Park with his wife Lisa and children Bobby and Angelina. When not in the office, he enjoys golf and backpacking. 