Dave is a distinguished Certified Financial Planner™ professional, Retirement Planning Specialist, and registered representative with Equitable Advisors. Alongside his wife, Robyn, he guides clients through complex financial decisions with a straightforward and personal approach.
Dave's career with his current broker-dealer began in 1997, where he served as a Regional Vice President in San Francisco. After relocating to the Seattle area, he and Robyn, established a combined practice focused on addressing the financial and retirement planning needs of high-net-worth individuals and small businesses. A proud graduate of the University of Washington, Dave has contributed to the University of Washington Estate Planning Board and is an active member of the East King County Estate Planning Council.
Holding a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania, Dave also possesses the CLU and ChFC designations from the American College. His expertise and credentials underscore his commitment to delivering informed, personalized financial guidance. In his free time, Dave enjoys travel, golf, and attending sporting events and concerts with his wife Robyn.
CA Insurance Lic#0D05977