Dave is an associate of Treebrook Financial Group and a Registered Investment Advisor with Eagle Strategies, LLC. Dave has been in the financial services industry since 2000. His advanced designations include, Chartered Financial Consultant, Retirement Income Certified Professional, Life Underwriter Training Council Fellow and Long Term Care Professional. His FINRA licenses* include Series 6, 63 and 7.
Through his superior and diligent service, Dave has been recognized as a consistent council qualifier for New York Life and is a member of the Million Dollar Round Table. He is also a long time member of the National Association of Insurance & Financial Advisors.
Dave brings his passion for providing holistic comprehensive financial planning to our team. Dave's focus on retirement income and distribution planning for both businesses and individuals has allowed him to work with our clients to develop a plan that will fit their lifestyle and meet their financial goals. Dave prefers to take the team approach, collaborating with other tax, legal and financial advisors to insure that all areas are considered when working to formulate the right course of action for you. Other areas of interest include wealth accumulation, investment planning, risk management strategies and estate distribution planning. Dave is also committed to working with special needs children.