Dave Cunningham 859-381-0555 859-381-0424 firstname.lastname@example.org Dave is a native of Central Ohio and came to Kentucky to attend Asbury College in Wilmore, where he graduated with a degree in History and minor in Economics. After graduation, Dave entered the financial services industry in 1999 with American Express Financial Advisors (AEFA). While at AEFA, Dave was introduced to Erich Castillo where they outlined their vision for a client-centric and boutique firm that would later become Cornerstone Wealth Management. Dave's primary role at CWM is operations, where he oversees client service and provides investment product research assistance. Away from the office, he devotes himself to his three main loves: grilling the perfect steak, perfecting his golf game, and cheering on his favorite college sports teams.