Dave has been in the financial services industry since the year 2000 with a demonstrated history of helping clients pursue their financial goals. Dave attained a Bachelors’ degree in Business Administration from the University of Cincinnati and has current FINRA Registrations of 7, 63, 65 held through LPL Financial and Life, Health, and Annuity. He also brings substantial experience from Fidelity Investments, Scottrade, Fifth Third Securities, and PNC Investments. Dave's primary focus will be retirement planning, portfolio management, and tax strategies when working with clients.
Dave resides in the West Chester, OH area with his wife and 4 children where he enjoys watching and coaching their sports throughout the year. He also enjoys playing golf and attending Cincinnati Reds games when he can find the time.