Dave Sheets Email & Phone Number

For more than twenty years, I worked in publishing where I helped authors realize their dream of publishing a book. I worked with hundreds of authors to build a strategy based on their publishing goals, designed to launch their book, and continued to be part of their team as their book took off.My success in publishing came from my ability to listen to my clients, hone in on effective solutions, and coach them through the publishing process. My clients trusted me and we delivered their dream.Today, I take this same approach with families looking to realize their dreams of financial independence, charitable giving and passing on a legacy to their families. I look at myself as a financial coach, helping my clients build a game plan, strategize the plays, and finish the game with a winning score.As a Merrill Lynch financial advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. I work with high net worth individuals and families to understand their financial situation, help them articulate their short and long-term goals, and then I recommend a financial strategy that is aligned with what they want to achieve. I do so while combining personalized service with the investment insights of Merrill Lynch and the banking convenience of Bank of America.I welcome a connection if you:• Are experiencing a life transition• Are looking for a better service experienceIn my spare time, you will find me volunteering with the local high school football team, spending time with family, and enjoying the beautiful Colorado outdoors, where we like to camp, hike and bike together.Feel free to contact me:Phone: 719.630.6069Email: dave.sheets@ml.comIn addition to the business experience below, I had the pleasure of working with Multnomah Publishers (4 years) and Tyndale House Publishers (5 years).FINRA Registrations:Series 7; Series 66

Listed skills include Financial Strategies and Goals Based Wealth Management.