Dave began his career in the securities industry in 2001. In 2012, he became a CERTIFIED FINANCIAL PLANNER™ professional. Being a CFP® requires continuing education and the highest possible standard of financial planning to those they serve.
Dave has cultivated a practice built around multi-generational wealth, and works diligently through his financial planning background to help clients in sustaining their standard of living throughout their lifetime. This dedicated financial professional’s interest in numbers and the stock market began with the influence of his father and grew from there, leading to a fulfilling career in the financial services industry. He specializes in working with families and small businesses in achieving their highly personalized financial and retirement planning goals.
Dave is currently serving as the Head Varsity Golf Coach for Revere High School and has volunteered with a number of community and charitable organizations including Akron Children’s Hospital Doggie Brigade and Kent State University’s business school Sales Advisory Board. Dave is an Ohio native and lives in Bath with wife Nikki, their son David (III) and dog Mini. In his free time, Dave enjoys down time with his family, traveling, golf and tennis.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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.