CERTIFIED FINANCIAL PLANNER™
Financial Advisor, Wealth Advisors
EXPERIENCE AND BACKGROUND
With more than 12 years of experience working in various roles within banks and credit unions, Dave takes a holistic approach to investing that focuses on doing what is best for his clients. He spends considerable time building a relationship with each client to understand their goals and expectations for their investments. He takes time explaining complex financial concepts and solutions to ensure his clients understand their individualized plan and confirm they are comfortable with it before moving
forward. Dave is an active member of the Greater Palm Harbor Chamber of Commerce and serves on the board of directors. He also serves on the Education Committee within the chamber extending efforts to recognize teachers and students for their accomplishments in the classroom and the community. In the past he has served on the academy advisory boards of Countryside High School and Palm Harbor University High School.
GETTING TO KNOW DAVE
What is your favorite place you have lived? Brussels, Belgium.
What is the best financial advice you received? It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
What is your greatest accomplishment? Keeping the proposal to my wife a secret and capturing the moment so she could relive it.
What is your favorite holiday and food? Christmas, French Cuisine
LICENSING AND TRAINING
- Certified Financial Planner™
- FINRA-registered Series 7 and 66
- Licenses in life, health and variable annuities
"I believe that personalized service is essential when matching clients with the right financial plans and services. "