Dave partners with successful families and business owners to build thoughtful financial plans that bring clarity to complex situations and align their resources to what matters most. He enjoys guiding clients through questions they hadn’t yet thought to ask, surfacing new perspectives and “what if” scenarios that often lead to deeper insight and more confident decisions for their families.

As Associate Advisor Group Lead, Dave supports a group of wealth advisors through coaching, mentoring, and day-to-day leadership. He contributes to advisor development, performance planning, and knowledge sharing to strengthen both individual growth and consistency of the firm’s client experience.

Grounded in the belief that successful planning starts with a well-defined strategy, Dave ensures each plan is anchored to clear goals and timeframes and built to weather changing economic seasons. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Exit Planning Advisor ️(CEPA®) and holds a Bachelor of Science in Finance from Ohio University.

Dave lives in Avon, Ohio with his wife and two daughters. Outside of work, he enjoys watching Cleveland sports, camping, and cooking homemade BBQ.