Dave has been a fully licensed investment professional since 1989. He has his Series 7, 63,65, and 31 licenses as well as being licensed in life insurance and long term care insurance. He is a Financial Planning Specialist, and a Senior Investment Management Consultant. Dave earned his Bachelor of Science in Economics from the University of Wyoming where he was also a member of the undefeated football team that played in the 1968 Sugar Bowl. Dave's industry and market cycle experience, planning based philosophy, and economics background enables him to develop customized, goal based financial plans and investment strategies for his clients. Dave and his wife Maryann are blessed with children and grandchildren, and are both active in community service.
Listed skills include Financial Services, Wealth Management, and Financial Planning.