Dave received his Bachelor's Degree in Finance with a specialization in Financial planning from Bowling Green State University in May of 2002.
Dave has been with Lincoln Financial Advisors/Sagemark Consulting since May of 2000, where he started as an intern for the Financial planning department. As an intern, he was responsible for creating detailed Financial plans for affluent business owners, as well as managing office operations for a satellite planning group. In June of 2002, he began his own financial planning practice with Lincoln. Dave qualified for Sagemark's prestigious Career Club based on sales production in 2003.
In 2004, Dave was asked to take on the responsibility of Investment Specialist for all of Northern Ohio. It was Dave's daily task to analyze investment portfolios for current and prospective clients of Lincoln representatives and make specific recommendations. Further he was in charge of keeping current with all investment trends and current market/economic conditions.
Dave received a promotion to Director of Planning in 2008. His responsibility is to be the primary planning contact for all registered representatives in the Portland, Oregon and Salt Lake City, Utah offices.
Although his area of expertise is investment planning, he also has a breadth of knowledge in life, disability income, health, and long-term care insurance, as well as annuities as they are applied to retirement, financial and estate planning.
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*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.