Dave's career in the Financial Services industry began in 2000, working part-time at a large national commercial bank while pursuing his degree in Finance from Arizona State University. Upon graduation in 2002, Dave took a position with a credit union that had a more client-focused approach than the big bank he'd been working for previously.
In the summer of 2011, after holding various branch-level positions with the credit union ranging from Personal Banker to Branch Manager, Dave decided it was time to pursue his true professional passion: financial planning. He left the banking world and joined the investment industry as a broker for a large wirehouse firm. Within a handful of years, he’d completed all requirements to obtain the CFP® certification and moved into an advisory position with the same firm. Dave has been blessed with the privilege of managing his client portfolios since early 2016, first with the large wirehouse firm and more recently with Summit Wealth Group. Dave was impressed with how Summit treated clients and staff like family and not like faceless names or numbers.
With Summit, Dave partners with his clients to pursue their dreams by getting to know and understand their needs, wants, and wishes along with the concerns and fears that may keep them up at night. With this knowledge, Dave can craft a tailored plan designed to give them the confidence to successfully realize their goals. He feels most fulfilled in his work as he sees these dreams become a reality over time.
Dave and his wife, Mandi, moved from Scottsdale, AZ to Thompson’s Station, TN in November of 2021. They have three beautiful daughters: Gracelyn, Briella, and Adeline. He’d be remiss to leave out the family dog, Molly, a Maltese breed. In his free time, he enjoys engaging in activities that his daughters enjoy and a few of his own that include hiking, fishing, reading, and music (listening, singing, picking at the guitar, etc).