Hailing from the Montana Hi-Line, Dave began his securities-related career in 2003 with Smith Barney as a financial consultant associate. Prior to joining Smith Barney, Dave spent over 20 years working on the Space Shuttle program at Kennedy Space Center, where he retired as a member of executive management.
Dave has a B.S. in civil engineering from Montana State University, an MBA from the University of Central Florida and has completed Six Sigma Black Belt training. He and Suzie joined Merrill Lynch in September 2005, where Dave worked as a financial advisor until deciding to form Willow Creek Capital Management, Inc., in January 2010.
Dave analyzes and develops risk-adjusted investment portfolios.