After a short stint in the banking industry, Dave began his career with Heritage Financial Group in 2005. He worked initially as an intern and financial planning assistant. Dave began working directly with clients as a service advisor in 2007 and later becoming a lead wealth advisor in 2011. In 2016, Dave obtained his CERTIFIED FINANCIAL PLANNER™ certification. In an effort to expand his tax knowledge to better serve clients, Dave has worked part time as a remote tax preparer with a CPA firm in San Jose, CA since January of 2020.
I hate ambiguity. Whether it relates to expectations for fees, service, or client communication, I like things to be clear and concise. I take pride in my clients’ successes. What keeps me in this business is the relationships I have with my clients.
I'm blessed to have a beautiful wife who continues to put up with me for nearly 10 years! Together we have two amazing children who keep us busier than we ever thought possible. We also have an 11 year Chesapeake Bay Retriever named Stella.
When I get free time (which isn't often). I enjoy renovating our home, boating and water skiing with friends and family, bump skiing, drumming, and sampling a good beer or some bourbon.
Appointments are scheduled in 45 or 90-minute blocks, and available start times are listed below. Appointments can be in person at our offices or virtually.
*I appreciate your understanding and respect for my time in that I have chosen not to accept face-to-face meetings during evenings and weekends and instead reserve this time for family, friends and self and a limited number of client events and seminars scheduled throughout the year.