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Dave is a locally well known financial educator and author of “21 Century Wealth”. For 31 years, Dave has been teaching investors age 60+ how to preserve their assets, increase their income, and reduce income taxes. Many area Retirees have used Dave’s advice to enjoy a financially independent retirement.
Dave is a Chartered Financial Consultant, a designation awarded only to experienced Advisors who have completed a 10 course program of study, through the American College in Pennsylvania, focusing on Tax, Investment , Risk Management, Retirement, and Estate Planning. He is an approved Member of the International Association of Registered Financial Planners, the Society of Financial Service Professionals, and the National Ethics Bureau.
Dave is the co-author of “21 Century Wealth”, and easy to read book for those already retired or those planning for a financially rewarding retirement. Dave was also recently featured in “Senior Market Advisor” magazine for his outstanding service to the Senior community.
Family/Church
Dave and his wife Cherie are the proud parents of 2 sons and 6 grandchildren. They are active members at Trinity Baptist Church, where Dave has served on the Deacon’s board for over 10 years.
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