Since entering the financial services industry in 1993, Dave has been helping clients simplify their financial lives through cohesive planning and close attention to what they hope to accomplish with their wealth. As a CERTIFIED FINANCIAL PLANNER (CFP), Dave strives to operate with the utmost standard of care that prioritizes his clients best interests and individual needs. He is also committed to serving as his clients advisory quarterback, collaborating with external tax and legal advisors to ensure an integrated wealth planning strategy. 