I’m grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service
and professionalism I offer.
We met Dave close to 2 years ago at the recommendation of a friend. We were nervous at first, but Dave managed to calm our fears and we soon felt very relaxed and assured that Dave only had both ours and our now 2 year old son’s best interest at heart. We are now very confident having Dave handle our financial planning. He is very patient with you and gives you the time you need to make decisions, so you never feel pressured. He works closely with you to understand your needs and is dedicated to helping you reach your financial goals regardless of what stage of life you’re at. One big bonus is he works around your schedule, no need to take off work just to meet! And with all different types of products offered, one stop shopping! Our only regret is that we didn’t meet Dave sooner!
Nathan and Esther S.
My husband and I met Dave at the recommendation of a family member. We were looking for a new Financial Advisor due to the retirement of our previous one. We found Dave to be easy to talk to and he explained things in an manner easy to understand. Since the passing of my husband, I continue to be comfortable having Dave manage my investments and appreciate his promptness.