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Dave is passionate about helping people organize their financial lives and maximizing their potential. He specializes in serving adults with ADHD. Dave himself has ADHD and understands the special considerations and support many adults with ADHD need to forge successful financial outcomes.
Dave is a CFA level II candidate and a CERTIFIED FINANCIAL PLANNER™.
Outside of work, Dave is an avid golfer and enjoys playing soccer. He loves spending time with his family.