Dave was born and raised in Albion, New York. He graduated in 1971 from SUNY Brockport, where he received a BA in mathematics. After graduation, he began his financial advising career with IDS Financial Services (now Ameriprise Financial Services). He developed a business that utilized his knowledge and experience to provide comprehensive wealth management solutions that focus on quality customer service. He specializes in wealth management for retirees and pre-retirees to help preserve and grow their wealth. Dave has been a CERTIFIED FINANCIAL PLANNER® professional since 1985. He holds FINRA Series 7 and 63 securities registrations and is licensed for variable annuities, life insurance, and New York state long-term care insurance.
Dave lives in Mendon, New York. He has three children and three grandchildren. He enjoys golfing, vacationing in the Caribbean, annual family vacations to Disneyworld, and following the New York Yankees.