Dave provides investment planning and management for individuals and families.

Dave has over 25 years with Raymond James Financial Services. He received his Certified Investment Management Analyst (CIMA^®) designation in 2007 from Wharton School of Business.

Dave believes that listening and understanding his client's needs and goals are the most important thing he can do before developing a financial strategy.

Dave has the Series 7, 24, 51 and 63 securities licenses.

Dave has two daughters and enjoys his time involved in the girls' school activities and functions.

Dave has a keen interest in rural development. He is involved in developing a large-scale commercial wind farm in Nebraska where he spent his childhood.