Dave has over 15 years of industry experience specializing in wealth management strategies and estate planning for private corporations and their shareholders. His goal, with all his clients, is to deliver and support innovative financial strategies to meet the unique needs of each client.
Dave’s deep understanding of insurance products and their applications create structures which bring tremendous value to clients and their advisors. Outside of the financial world, Dave is a father and a husband of a very active family. From surfing in San Diego to cycling and skiing in Vancouver, Dave enjoys all the west coast has to offer.