Dave, together with the Wealth Advocate Group, LLC team, aspires to develop and build long lasting relationships with our clients. In addition to providing a holistic approach to financial planning, our mission is getting to know and understand our clients' needs, wants and long-term goals. We can then craft, implement and monitor a strategy that is designed to address their unique situations.
Dave has extensive experience working with executives who have sought a succinct financial strategy for incentive and Non-qualified stock options, restricted stock (RSUs) and concentrated stock positions. Dave has also been a featured guest speaker focusing on executive stock option planning and risk management before several financial service associations.
Dave holds the Series 6, 7 and 63 securities licenses through LPL Financial. In addition, he maintains Life, Accident and Health and Variable Annuity registrations in numerous states.
Dave and his wife Tiffany live in Hudson. Dave & Tiff enjoy all manner of fitness activities including hiking, snowboarding and mountain biking.