"I help people make smart, confident decisions about their money."Meet Dave
Dave is a Certified Financial Planner and has been in the business of helping people grow and protect their wealth since 2001.
Dave's focus is on retirement planning, cashflow projection, and investment planning — guiding people through the critical stages of preparing for and enjoying financial independence in retirement.
Dave's approach is simple: “Invest your money like it’s his money.” That means providing advice with the same care, diligence, and discipline he’d apply to his own finances.
Over the years, Dave has worked with individuals, families, and trust's to map out retirement planning, create investment portfolios, and stress-test cashflow projections. His goal is to give clients clarity, confidence, and peace of mind.
Dave is married to Louise and together they have 2 adult sons. Dave is sports mad, and loves watching and playing most sports – particularly football. On the weekends, you’ll find him playing football, cheering on his beloved Phoenix, or enjoying a craft beer with family and friends.
