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 responsibility 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 and previous recording Secretary for the Knights of Columbus. He is a member of The Financial Planning Association, the Buffalo Chamber of Commerce, and a member and past President of the Buffalo Rotary Club. Dave served our country honorably as a Sergeant in the United States Marine Corps in the 1970s, in Morocco, Okinawa, and stateside.
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, a veteran of the Marine Corps as a Major and Huey aviator, his wife Ashley and their three children live in Pace, Florida. Beau, a Financial Planner with Inspire Advisors Minnesota, resides with his wife, Brooke, and four children in Buffalo, Minnesota. Zach, Senior Lead, Global Talent and Influencer Marketing at Amazon, lives in Los Angeles, California.
In addition to Dave's dedication to assisting his clients to build and maintain financial wealth biblically and responsibly, he enjoys hunting, fishing, traveling, and exploring the outdoors.
His priorities are God, family, and service to others.