The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to pursue them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
We believe that managing wealth involves more than simply managing your investments. It means understanding you, including your investible assets, properties, wishes, and personal interests. We seek to draw upon a network of tax, insurance, and legal professionals in order to provide you the best and most comprehensive financial guidance possible. Whether your needs are straightforward or complex, we can help.
We believe that service, knowledge, experience and trust are the most important elements in any professional relationship. Dave has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) in order to provide his clients with the highest degree of financial competence, and he constantly seeks to improve his professional knowledge by continuing education at the industry and collegiate levels. If you have questions about your current financial situation or wish to schedule an appointment, please email or give us a call at (520) 572-0256.
To prosper and protect our clients by providing complete investment and planning strategies, and by delivering exceptional personal service.
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