For over 30 years Dave has had the privilege of helping clients meet their life goals by creating comprehensive, personalized wealth management strategies. These strategies include investment, retirement, insurance, estate, charitable, and business succession planning. His longstanding success is a testament to the trust his clients have in his ability to help them strategically plan for the unknowns of the future with confidence. Dave also specializes in creating customized benefit programs for businesses and implementing need- based insurance strategies.
Dave's passion is to live out his Christian values at work and in his private life with his wife, Phyllis and their 3 adult children. When he isn't with family, friends and clients you can often find him out on the golf course enjoying a friendly round. A perfect day for Dave is when he can enjoy a round of golf with trusted clients and good friends.
Credentials, Memberships & Associations
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• B.B.A. in Finance, Michigan State University