Dave, Renaissance Man
Dave is the definition of a modern Renaissance Man. He does construction work on his house while tending to his vegetable garden. He makes artisanal ice cream, beer and cold brewed coffee. He’s a lover of art and anyone with an entrepreneurial spirit. His desire to lead and pragmatic sensibility make him the ultimate student of success.
Dave takes pride in rescuing animals and giving them a good home, and loves spending time with his dog, Molly, and his two cats, Dyson and Lilo. That is, of course, almost as much fun as spending time with his wife, Kristin, and their sons, Zachary and Benjamin.
Dave strongly values service to others, serving as past president of the Mosaic Lodge #194 F&AM and founder of the Mosaic Lodge Foundation of New Jersey. His charitable organization helps provide financial assistance to local charities. As if that wasn’t enough for a lifetime, in the spare time he has left, he is training for an IronMan. Dave gives the Energizer Bunny a run for his money!
Certified Financial Planner™
Accredited Investment Fiduciary®
Dave is on a mission. He wants to make a significant impact on the financial success and lives of anyone with ambitions, goals or a novel-length bucket list. Dave leads the retirement plan consulting and chairs the investment committee of the Diamond Private Wealth Partners team. He has committed the last decade to helping people meet and exceed their financial goals through planning, and he continues to enhance his own knowledge, practices and framework to offer innovative solutions.
Dave is a Certified Financial Planner™ professional and Accredited Investment Fiduciary® who isn’t afraid to challenge a client in order to champion them. Dave is someone who tackles life’s challenges head on and will do so for a client by telling them what they need to hear, asking them the tough questions, and consistently fighting on their behalf. His process boils down to helping individuals overcome their challenges, protect their risks and take advantage of little-known opportunities.
Prior to joining Raymond James, Dave began his career with UBS in 2008 and joined forces with Marty in 2010 to form Diamond Private Wealth Partners. Born and raised in New Jersey, Dave graduated cum laude from Rutgers University with a B.A. in economics and political science.
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.