For more than two decades, Dave has dedicated himself to helping clients build confidence in their financial future, so they can focus on living their best life. He takes pride in creating meaningful partnerships grounded in trust, accessibility, and a deep commitment to client success.
Following in the footsteps of his father, a respected financial advisor, Dave learned early on the values that continue to guide his work today: treat clients like family, honor your commitments, and always lead with gratitude and respect. These principles became the foundation of Fireside Financial Partners, which he founded to ensure clients have a trusted, personal relationship with their financial team.
Outside of work, Dave enjoys spending time outdoors – hiking, foraging, mushroom hunting, and muskie fishing in the warmer months, and skiing and snowshoeing in the winter. He also makes his own maple syrup, tends a vegetable garden, and loves cooking and entertaining friends, often hosting pontoon rides in the summer. Above all, he values time with his wife, Julie, their family, and their community.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
