Dave serves as a Wealth Manager, working closely with his clients to develop personalized wealth management plans addressing all aspects of their financial lives, including investments, retirement planning, estate planning, education planning, and risk management. After preparing comprehensive wealth management plans for his clients, Dave assists his clients in implementing their plans and continues to work with them to update their plans as their financial situations change.
Dave brings to his clients 18 years of experience in the legal and financial services industries. Prior to joining Creative Planning, he was Managing Director for an independent wealth management firm where he provided comprehensive wealth management services to individuals and families. Dave also spent over a decade as a practicing attorney in private practice and for a major financial services company.
Dave graduated from Cornell University with his bachelor’s degree and graduated from Cornell Law School, cum laude, with a J.D. degree. Dave is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Dave and his wife, Maggie, have three children – Mac, Hannah, and Jake. In his spare time, Dave enjoys golfing, running, reading, and spending time with his family and friends.
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