Prior to joining T2 Asset Management, Dave spent over 30 years in the financial services industry. His professional experience in product knowledge, risk management, financial planning, and portfolio management provides a unique understanding of each client's situation. As a Senior Wealth Manager, he works with clients in identifying and coordinating their needs and objectives to help them achieve their financial goals.
Dave is a Certified Financial Planner (CFP®) and received his MBA in Finance from DePaul University.
The most interesting part of financial planning is also the most challenging, the fact that every client is unique. Wealth management is a constant learning experience; there are times we can teach, times we can learn and sometimes both. There are many factors to consider when making financial decisions and very few should be made in isolation. Rather, investing should be goal focused. We take the time to listen and ask good questions so you can achieve your goals.
As a Certified Financial Planner (CFP®), it is my responsibility to act in your best interest. Being an independent advisor allows me to focus on developing and implementing your financial plan so you can have the confidence in knowing you will achieve your financial objectives.
Effective planning helps you organize your financial life. It assists you in identifying your financial resources - and your financial priorities.
SAVING FOR RETIREMENT:
Get a complete understanding of your retirement funding sources, identify additional savings strategies, and find out if you'll have the money to maintain the stardard of living you want.
LIVING IN RETIREMENT:
Learn how to manage your investment income and expenses wisely. Careful planning will help you feel confident that your portfolio will last throughout your lifetime.