For over 33 years, Dave has educated and advised individuals, families and nonprofit organizations on ways to preserve and grow wealth. He guides his clients through a personalized investment process designed to help each client identify and achieve their financial goals. Dave believes that consistency, stability, and good service build confidence, trust, and long-term relationships.
Dave received RBC Wealth Management’s internal, professional designation of Accredited Wealth Manager (AWM). The Accredited Wealth Manager program is designed to provide financial professionals with training in advanced wealth management strategies and is offered exclusively by RBC Wealth Management to a select group of its Financial Advisors. This advanced-level program builds on the fundamentals of wealth management with a focus on estate planning services, insurance solutions, advanced investment strategies and business succession planning.
He is a member of the firm’s Senior Consulting Group, which recognizes financial advisors for their achievement in building and maintaining consultative, fee-based businesses and discretionary, fee-based client/individual portfolio management practices. Dave is also a member of RBC Wealth Management’s prestigious Chairman’s Council, which recognizes the top 150 financial advisors at the firm. He has passed the Series 7, 31, 63 and 65 securities exans and holds multiple state insurance licenses.
Dave is committed to community service and dedicates himself to philanthropic work. He has served as a board member of multiple non-profit organizations, a Big Brother volunteer and a dedicated volunteer with his church youth group. During this time, he supervised many high school trips to both inner city locations as well as abroad. Dave has coached youth sports for over 20 years. Dave grew up in New Jersey and now lives in North Potomac with his wife, Valerie. Dave takes great pride in his family including three daughters, son, grandniece and grandson.
