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: spending time with family, playing tennis, and grilling the perfect steak.