Dave works closely with high net worth families typically tied to an operating entity that has driven that family’s wealth for generations. His job is to help these families navigate the overlapping and competing interests of the business, ownership, and individual family wealth to meet their family objectives.

In his free time, Dave enjoys working out, golfing and spending time at the beach.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• CFP^®
• Certified Public Accountant (CPA)

EDUCATION

• Bentley University – Master’s Degree in Financial Planning
• Bryant University – Bachelor’s Degree in Accounting