Dave has over a decade of experience in wealth planning and financial services. Joining us in 2019 as a CERTIFIED FINANCIAL PLANNER™ practitioner, Dave has extensive knowledge of wealth planning. He attended The University of New Hampshire in his native state. He joined Fidelity Investments in Boston as a financial consultant and eventually moved with the company to Raleigh, North Carolina, to be closer to family. It was an easy transition and he now considers Raleigh home.
One of Dave’s passions is educating clients. Dave has the high-caliber skill set and knowledge to work with clients from all walks of life, from those just getting started to those with complex estate needs.
Dave – along with his wife Lizz, an audiologist with Duke Health, his daughter Fallon, and his dog/best friend, Drogo – spend their spare time outside and active, usually mountain biking and hiking.