Dave’s focus for his clients is as a Retirement Income Distribution Specialist, which includes Financial Planning, Investment Asset Management, Social Security claiming strategies, Retirement Plans, Income tax, and Estate Planning. Dave is a Certified Financial Planner and has a fiduciary responsible to act in his clients best interest.
He is an active member of the community, having served on various boards including St. Francis Parish Pastoral Council and the Finance Committee, Buffalo Youth Hockey Association and previous fund raising chairman for the Buffalo Hockey Rink; and previous recording Secretary for the Knights of Columbus. He is a member of The Financial Planning Association, the Chamber of Commerce and a member and past President (2012-2013) of the Buffalo Rotary. Dave served our country honorably as a Sergeant in the United States Marine Corps in the 1970’s.
A lifelong resident of Buffalo, Dave and his wife Nancy, who recently retired as the CFO of Stellis Health and is now devoted to her family and active in serving her church and community, have three sons. Luke is a Captain in the Marines and is a Huey helicopter aviator and currently stationed at Kaneohe Bay, HI with his wife Ashley and Daughter. Beau is a Financial Planner at Inspire Advisors Minnesota and resides with his wife, Brooke in Buffalo with their two children. Zach is a Marketing + Brand Social at Amazon Studios in Los Angeles, CA.
Dave is an avid outdoorsman and enjoys hunting and fishing, and in November 2012 he did a hunting safari in Mozambique, Africa for Cape Buffalo and plains game. He is a member of Ducks Unlimited, Safari Club International, NRA, Pheasants Forever and enjoys Ao Denkou Jitzu Martial Arts.