Dave has been focused on Retirement Income Planning for the past 15 years. He has helped friends and family members make important financial decisions during their working years, and helped them move into retirement with confidence. He is a service driven, customer-focused, financial consultant who you can count on. Personable, reliable, and skilled in assisting friends/clients with their (i) asset protection, (ii) financial/investment management, and (iii) income planning. He enjoys teaching these individuals and helping them to put plans in place plans for their future.
He is a loving, devoted husband for over 40 years, a father of three lovely daughters, and grandfather to 9 nearly-perfect grandchildren. He enjoys fishing, boating, and traveling with his family.