Dave is a Financial Advisor with over 20 years of financial planning experience. Dave spent the first sixteen years of his working career with Sprint in a variety of management positions in Accounting and Finance. In 1995, he began doing accounting for small businesses and realized the need for financial planning for small business owners. This grew to providing financial planning for the business owners and their employees. He became convinced that there was a need for financial planning that integrated with their life goals – a more holistic view. This became the foundation for the True North Wealth Management's financial planning approach.
Dave graduated from the University of Pennsylvania with a Bachelor of Arts Degree. He has been with HD Vest Investment Services (Now Avantax) since 1999, and he is ranked as one of the top advisors in the nation. He is securities licensed in twenty-three states and insurance licensed in thirteen in order to service clients who have migrated all over the country.
Dave enjoys running, hiking, biking, and being outdoors. Vacations are spent with family that is spread throughout the country. He and his wife Jan have three adult children. Megan, his oldest daughter, is a key member of the True North Wealth Management team.