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About
Dave has guided clients with a personalized, forward-looking approach to wealth management for over two decades. His purpose is clear: to improve the quality of life of his clients, his family, and his community.
When his daughter once asked, “Daddy, what do you do at work all day?” Dave answered, “I help people make their money grow.” His son chimed in, “You mean, like, put it on a printer?” While he can’t literally print money, Dave takes pride in helping families make thoughtful, intentional decisions about their wealth.
Dave and his wife, Sara, live in northeast Ohio and are proud parents of two grown children. He enjoys traveling (especially to Las Vegas), spending time with close friends, and building lasting relationships with the people he serves.