Dave has over 15 years in the financial services industry and brings a wealth of knowledge to his clients. He began his career as an advisor with Morgan Stanley and also spent eight years working as the Vice President Area Sales Manager with Fifth Third Securities where he was named the top Area Sales Manager nationally in 2011.
Over the course of Dave’s career the most fulfilling aspect has been the ability to help people discover and then achieve their goals while helping them reduce risk and increase their awareness of their own financial matters.
Dave currently lives in Crystal Lake with his wife Emily and their two children, Daniel and Joseph. David has his private pilot license and enjoys cooking, golfing and watching his favorite teams; his boys football, wrestling and lacrosse teams.
Getting to know Dave:
Favorite Holiday: Thanksgiving
Favorite Book: Brave New World
Best Piece of Advice Dave Received: Save until it hurts