Our Firm

Dave's history includes having worked with one of the largest independent national broker dealers, and being one of only 10 brokers selected out of over 3,000 to sit on the prestigious Advisor Board of Directors, Dave has seen almost every imaginable situation when it comes to conservative investing for individuals, small businesses, retirement planning, tax reduction, annuities and estate protection. He has been quoted numerous times in both local and national industry publications because of the insight and breadth of his financial/investment wisdom. Dave is an accomplished speaker and has facilitated over 200 financial management workshops, educating thousands of people about the opportunities, as well as the common mistakes and pitfalls, inherent in the investment/financial arena.