Before coming to Avaii, Dave worked as a financial advisor at a Fortune 500 financial services organization. With almost two decades of experience in the financial services industry, Dave strives to help people build confident and generous futures through customized, comprehensive financial guidance.
In addition to his extensive industry experience, Dave holds a bachelor’s degree in finance, an MBA with a focus on finance, and a variety of professional licenses, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Dave often works with clients to develop a personalized plan that strives to attack specific and intentional goals revolving around retirement income planning, investment management, and tax efficiency strategies.
A lifetime resident of the Hortonville/Greenville area, Dave enjoys spending his free time with his wife Carley, and their three children, Ethan, Lucas, and Lyla. His personal hobbies include reading, staying active, coaching sports, downhill skiing, and hunting.