Dave was born in New Jersey and now resides in Palm Harbor with his family. He plays a key role in managing the firm’s financial operations and serves as a technology specialist, helping ensure that Client 1st continually evolves to provide clients with the tools they need to build a strong foundation for their future.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Dave brings deep, comprehensive knowledge to his work. His methodical and detail-oriented approach ensures that every aspect of his clients' financial lives is handled with the utmost care and precision.
Outside of the office, Dave is an avid skier with a passion for traveling the world. Locally, he enjoys spending time on the water.