Specializing in financial planning and investment management, Dave provides comprehensive strategies designed to help clients pursue their long-term goals. He enjoys working with individuals, families, and businesses to help achieve financial well-being and independence. Dave works with clients across the country, focused on positioning clients for financial success before and during retirement. Dave has always been attracted to the world of finance and investments, making his first investment as a third grader, when he took his farm paycheck and invested it in an agricultural company.
He holds a bachelor’s degree in business from Montana State University; Series 7, 66, 9 and 10 licenses; life, health and long-term care insurance licenses; and is a CERTIFIED FINANCIAL PLANNER™ (CFP™) practitioner. Dave also serves as the branch manager.
Active in the community, Dave has participated in organizations such as Big Brothers Big Sisters, Family Promise, Thrive, Gallatin Valley Empire Lions Club Youth Football and the Emerson Center for Arts & Culture. He currently serves as a board member for Respire Haiti - a school and medical clinic based in Gressier, Haiti. He lives in Bozeman with his wife, Stephanie, and their three children. In his free time, he enjoys running, golfing, basketball, coaching, and anything outdoors.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.