As a CFS* Wealth Advisor, Dave has been working with Members of Mainstreet Credit Union since 2000 and has been in the financial services industry since 1990. His area of focus is helping his clients to generate income in retirement through high quality investment portfolios, and planning for the distribution of assets to heirs. His goal is to eliminate the stress that can occur during this critical time in his client’s life.
Dave is an avid, if mediocre, golf enthusiast. He and his wife, Janet, have been married for 35 years. He is an active sponsor of the local Head Start program, heading up an annual diaper drive that results in his office being filled with boxes of diapers for the month of February.