As a CERTIFIED FINANCIAL PLANNER™ practitioner, Dave helps his clients define their goals and have a solid plan in place for pursuing them.
He provides holistic planning to address all essential financial matters, from investments to insurance. He also makes it a priority that his clients have a good understanding of their financial matters and the investments they own.
By being certified by the CFP Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Dave began his career as an education professional. After earning a bachelor’s degree from the University of North Carolina at Chapel Hill and a master’s degree in education from the University of Missouri-St. Louis, he became a social studies teacher and department chair at Roosevelt High School in St. Louis.
In 2004, he was contemplating a change when a family friend recommended that he consider becoming a financial advisor, which in many respects was like being a teacher. Following this advice, he became a financial advisor and worked for Edward Jones in Elizabeth City and Madison, Wisconsin.
In 2015, Dave made the decision to join Raymond James due to the firm’s culture of independence, giving advisors the freedom to offer objective, unbiased advice so they can tailor a long-term plan based solely on each client’s financial well-being.
Dave is from Hot Springs, Arkansas, and today lives in Elizabeth City with his wife, Leah, and children, Jada and Bennett.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.