Dave lives in Mechanicsville with his wife and is a graduate of Virginia Tech. As a financial advisor, Dave has built his practice around the people in his community advising them in preparing for their goals while protecting what is most important. Together, they design strategies that navigate the road to financial independence. Building wealth, whether personally or thru a closely held business, involves proper planning including reducing risk.Dave is a Certified Financial Planner™ professional providing investment advice, insurance (life, disability, long term care), retirement solutions, and estate planning.Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Listed skills include Employee Benefits, Retirement, Disability Insurance, Small Business, and 11 others.