Dave is an excellent advisor. He allowed us to grow from simply renting a couple of rooms in a small apartment building for our small business to leasing a building of our own. His breadth of knowledge in both finance, investment and even regarding tax-related concerns is expansive and his insight is spot on. Hes patient and asks excellent questions to really understand our personal as well as business goals. The best part is that he really involved us through every step of the analysis and planning process. Through demos and videos, he helped us really see and understand the financial health of our business and then gave us tools to allow us to check-in on our progress throughout each quarter. We feel we are in great hands with Dave! Highly highly recommended!

Dave has really helped my family to budget and plan for the future. Not only did he clearly explain steps for us to take in planning for long term and short term goals, but he also assisted us in taking those next steps — whether that meant filling out paperwork, helping us research, and/or putting us in touch with the right people. Dave helped us with our life insurance, retirement funds, and estate planning. Throughout the process, Dave was patient, communicative, and knowledgeable. With his help, I feel much more prepared for our future and secure in knowing that we’ve taken the necessary steps to plan for our family. I would highly recommend Dave and his team to help you with your financial goals!