As a managing director – financial advisor, Dave focuses on portfolio analysis, wealth management strategies and retirement services that address clients’ individual risk tolerances, time horizons, liquidity needs and overall investment goals. He joined RBC Wealth Management in 2020 and was with Merrill Lynch from 1996–2019, after starting in the financial services industry in 1993 as a financial advisor.
Dave earned his bachelor’s degree in finance and economics at the University of Wisconsin – Green Bay, and he holds his Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. He and his wife, Renee, are lifelong residents of Green Bay and the proud parents of daughters, Courtney and Chloe, and son, Calvin. Dave and Renee enjoy spending time up north and attending various sporting events their children participate in.