In 1997, Dave began his career in the financial services industry. His 18 years of experience as a Financial Advisor with Smith Barney and Morgan Stanley have given him invaluable insights and experience in effectively advising clients through the most challenging capital markets since the 1930's. As a Certified Financial Planner and Chartered Financial Consultant, he helps clients develop a comprehensive wealth management strategy and then formulates tailored investment plans to achieve their financial goals.
Dave provides independent and objective advice and specializes in the areas of financial planning, retirement planning and portfolio management. His emphasis is on building wealth while managing risk in a relationship-based practice. He strongly believes that if you manage risk well, healthy returns will follow.
As graduates of Oklahoma State University, he and his wife enjoy spending time with their five children and blossoming number of grandchildren. They enjoy being involved in the community and are members of RiverOaks Presbyterian Church.