Our Qualifications


Dave is a graduate of Miami University, with a Bachelor of Science in Accountancy, is a Certified Public Accountant, and CERTIFIED FINANCIAL PLANNERTM professional.  He has over 25 years of professional financial experience and serves as an Independent Financial Advisor for his clients. 

He is dedicated to developing lasting relationships with all of his clients. He believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Dave is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.