As an advisor, Dave is committed to building strong relationships with clients so they know they have someone in their corner watching out for their future. His clients comment on his low-key, easygoing manner and the way he explains complex financial topics in a way that’s easy to understand. He has always been fascinated with the economy and finance and started helping his family make investment decisions at an early age.
He specializes in retirement planning for individuals and companies. He also focuses on building and maintaining investment programs for small to medium-sized community banks. He said the decision to join Raymond James was made easy by the firm’s fiscally conservative values.
Dave earned a Bachelor's degree from Western Kentucky University in his hometown of Bowling Green in 2000.
He’s active in the community, participating in Coffee County Leadership, Coffee County Chamber of Commerce and Tullahoma Sunrise Rotary Club.
Raymond James is not affiliated with the above organizations and/or charitable causes.