For over two decades, David has been hosting educational financial seminars and helping individuals and businesses implement strategies aimed to preserve and grow their assets and lower their tax liability. His specialties include pre-and post-retirement planning, distribution planning, money management, investment advisory, wealth accumulation and tax-reduction strategies.
Dave works with clients around the country. Seniors, business owners and corporate executives have benefited from using his advice to try and avoid mistakes others make. Even professional sports figures have turned to Dave for investment and tax advice to better protect their retirement dollars.
Having lived in Schenectady, New York, most of his life, he moved to Nevada in 2003 and settled in Henderson. He enjoys hiking, golfing and spending time with his family.