For Dave, helping clients secure their future is the most rewarding part of his work. A graduate of the College of William and Mary in Williamsburg, Virginia, Dave holds degrees in both economics and music. As an Investment Advisory Representative (IAR) and securities registered principal holding a Series 65 securities registration, he acts as a fiduciary both legally and by choice.

Prior to founding his own firm, Dave was vice president of one of the largest independent marketers of long-term care insurance in America, Long Term Preferred Care. Additionally, he has a lot of experience in federal benefits and has helped countless federal employees understand their government benefits and plan for their retirements. Based out of the National Science Foundation in Alexandria, for years he conducted workshops and seminars and held private consultations with FERS and CSRS employees.

Dave lives in Ashburn, Virginia, with his wife, Annie, and has two children, Heidi and Billy, as well as two grandchildren, Hunter and Parker. Ask him about his family tree sometime! For more than 40 years, he has been a proud member of the Barbershop Harmony Society. He holds three International Gold medals for singing with the Alexandria Harmonizers, a barbershop chorus.