Dave brings the CERTIFIED FINANCIAL PLANNER™ designation and a passion for improving lives with his unique blend of financial science and behavioral guidance to the Gold Medal Waters team. After working at a couple of large banks in L.A. and Pittsburgh and a prestigious investment consulting firm in DC, Dave decided to move to beautiful Colorado to help individuals and their families through financial planning.Before joining our firm in 2017, Dave gained valuable experience at a boutique wealth management firm in Boulder. During his two years there, he specialized in assisting corporate executives, small business owners, and self-employed professionals with their wealth management needs. Dave's unwavering commitment to personal and professional growth is exemplified by Jordan Peterson's words: "Compare yourself to who you were yesterday, not to who someone else is today." This philosophy is a testament to his intense dedication to his continuous pursuit of personal and professional development.Dave wholeheartedly believes that an independent, fee-only, fixed-priced, advice-based approach is best because it puts the client first. He is positining himself as a leading financial planning expert by extensively studying accounting, estate planning, and business exit planning. He deeply understands how these areas of expertise are integrally linked and how making them work in concert can add tremendous value. Outside of his professional life, Dave is an avid outdoor enthusiast with a love for adventure. His passion for spending time in nature, from backcountry skiing and snowboarding to backpacking through National Parks and hunting elk with a bow, reflects his adventurous spirit. He previously road-raced motorcycles and played lacrosse at Elon University. Dave frequently attends yoga classes to strengthen his body and mind, stay grounded, and savor his blessings.