What does Dave do?
Dave prepares client investment reviews and assists with client service needs. He also oversees our paper and electronic files and deposits client checks.
Did you know?
Dave enjoys design work, playing Dungeons & Dragons, painting miniatures, and filming.
Credentials:
- FPQP®
- With PFA since 2015
- BA in Multidisciplinary Studies for Theater, Media Production, and Chinese from The University of Akron
*FPQP® issued by the College of Financial Planning, a Kaplan Company