In the financial industry for over 27 years, Dave works in close partnership with Lonnie on a wide range of client initiatives for our practice.
A talent for building personal and professional partnerships based on insight, accountability and trust means that Dave plays a key client service role in our practice.
Exceptionally sensitive to the nuances of client/advisor relationships, Dave has a unique gift for helping us discover and define a client’s financial strengths, weaknesses, blind spots and – sometimes – assumptions that have been overlooked or unacknowledged.
Married with three children, Dave especially enjoys spending time and traveling with his family. He watches all sports, and plays golf.