Dave's career in the Financial Services industry began back 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 was eager to pursue his passion for financial planning, only to find that the recession, triggered by the bursting of the dot com bubble, had caused many investment firms to implement hiring freezes and layoffs. Dave decided to stick with banking for a while but opted to join a local 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 finally time to pursue his passion for financial planning once again. He left the banking world and joined the investment industry, and never looked back. He completed all requirements to obtain the CFP® certification by January of 2016 and has been blessed with the privilege of managing his client portfolios ever since. He helps his clients pursue their dreams by first listening to their needs, wants, and concerns and then using that knowledge to craft a tailored plan designed to give them the best opportunity for success. He feels most fulfilled in his work as he sees these dreams become a reality over time.
Dave lives with his wife, Mandi, in Scottsdale, AZ, along with his three daughters: Gracelyn, Briella, and Adeline. In his free time, he enjoys hiking, fishing, listening to music, and connecting with friends at local establishments.