Dave H. Hajek
Dave has been advising affluent individuals and families for nearly 20 years. After graduating from Villanova University with an accounting degree, he attended Valparaiso University School of Law, graduating in 1995.
Dave practiced law for nearly five years and is a CPA (inactive). He is also a Certified Divorce Financial Analyst™ and holds Series 7, 24, 63, 65, and life insurance licenses. He is an active member of the Indianapolis and Indiana Bar Associations and is a frequent speaker to those groups and many others.
Since 1995, Dave has provided comprehensive, understandable advice to his clients by drawing on his unique background as a former CPA and attorney. He spent more than seven years at a national accounting firm, establishing its Indianapolis financial services practice. In 2007, he was named a partner of that firm.
In order to expand resources available to their clients, Dave and his team joined Raymond James and Associates in 2008, forming Holistic Wealth Advisors.
Originally from Roselle, Illinois, Dave moved to Fishers in 1997 and currently resides there with his wife Lorie, daughter Lindsey, and stepdaughter Lexi. He has recently become a Boilermaker fan as his son Jordin continues his studies at Purdue University. When not assisting clients, he is actively involved in all of his children’s activities. Dave also enjoys golfing, reading, motorcycle riding and boating.
Dave is a regular speaker and presenter at Indiana Continuing Legal Education Forum (ICLEF), Indianapolis Bar Association, and Annual Family Law Institute
"General Financial Planning Considerations & Employee Benefits Overview" December, 2014
"Financial Considerations in Family Law Mediation" November, 2013
"Financial Considerations in Divorce" February, 2012
"Popular Financial/Tax Issues for Mediators" October, 2012
"Top Ten Tricky Tax Topics in Divorce," October, 2011
"Financial Considerations in Family Mediation," August, 2011
"Complex Income Calculation for Child Support," July, 2011
"Child Related Tax Benefits in Divorce," June, 2011
"Difficult Divorce Issues," November, 2010
"Ten Popular Financial and Tax Issues in Divorce," October, 2010
"Everything You Wanted to Know About Cobra and Divorce," October, 2009
"Stock Options and Other Difficult Financial Issues in Divorce," September, 2009
"Debt, Bankruptcy, and Other Related Divorce Topics," October, 2008
"Divorcing the Older Client with Significant Retirement Benefits, etc.," October, 2007
"Section 529 Tax and Planning Issue," July, 2007