CRD#

2063597

Firm CRD#

174434

States Licensed in

OH, KY, IL, IN, FL, TN, TX, CA, CO, AZ

Years of Experience in Financial Services

35

Number of Years with Current Firm

30

Work Experience

Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee. He is a CERTIFIED FINANCIALPLANNER^" and Certified Trust and Financial Advisor with thirty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute.

He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor along with facilitating the creation of a new managed account service. His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry. He retired his service on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization.

Work with the following types of clients

Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Advice & Consulting