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Valid for new clients only. Limit one per client. Not redeemable for cash, gift cards or credit. Issuer reserves the right to refuse any redemption and/or claim for any reason. Void where prohibited by law.
Our passion is providing holistic planning to our clients.
To validate his commitment to furthering his education and competency in the advice he provides, Dave has earned a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent, Certified Financial Fiduciary® designation, Series 65 - Uniform Investment Adviser Law Examination, as well as the Life, Health, and Variable Annuity licenses.