Dave began his career in the financial services industry in 1985 as a means to stoke his entrepreneurial fire while helping others. For 35 years, Dave has had a strong reputation of being a trusted advisor to individual investors and their families. He is known for guiding clients through the wealth planning process, helping to see individual financial goals are achieved while encouraging clients to take ownership of their overall financial picture.
Dave earned his Bachelor of Science degree in business from Ball State University. He obtained his Chartered Life Underwriter® and Chartered Financial Consultant® designations during his association with a major insurance company. In 2021 and 2022, Dave was recognized on the Forbes Best-In-State Wealth Advisors list. He is a managing director at RBC Wealth Management and is one of the founding partners of The Promus Wealth Management Group.
Dave lives in Indianapolis with his wife, Theresa, and their two children, Torsten and Heidi. He is active in his community and with his church. Dave likes to bike, hike, travel with his family and is known for providing expert reviews of malt beverages.
