“I’ve been interested in investments since grade school when my father joined Ameriprise,” Dave said. “Having the ability to make a significant positive impact on other people through comprehensive financial planning, I believe, is incredibly important work.”
Dave’s advisory career began at Ameriprise Financial in 2005, where he worked until 2017 when he joined Boston Harbor Wealth Advisors. Other positions he held include national sales manager at Buyerzone.com, and director of business development at Active.com.
“My goal is to simplify my clients’ financial lives and to help them attain their goals,” Dave said. “Boston Harbor Wealth Advisors gives me and my team the independence to build an unbiased financial planning relationship without using proprietary products, an important consideration in today’s regulatory environment.”
Dave earned a BSBA degree in finance and marketing from The University of Richmond, and he is currently pursuing certification as a Certified Financial Planner™ practitioner. He is a member of Business Network International.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I was raised to work hard and be kind, which is probably why I enjoy my charity endeavors throughout the year. If I'm not in the office you can find me on a local golf course, or restaurant with my wife. I get to work closely everyday with my friend and mentor, my father.
I grew up in Northborough, MA, and today live in Newton with my wife Amy and our daughter Abby. I'm passionate about travel, cooking, golf, and local Boston sports teams. In fact, if I had to pick another career it would probably be sports marketing or working for the PGA tour.
