April 2024
Loved working with Dave!!! He’s super approachable and reasonable. He’s also VERY knowledgeable and saved us a lot of money with a comprehensive long term strategy that makes a lot of sense. Highly recommend!!!
March 2024
Honest and fair I consolidated all my retirement accounts from my previous employers with him.
November 2020
Dave is very knowledgeable and always very responsive when I have questions or need advice.
