“I enjoy working with our clients to produce creative solutions to solve complex financial puzzles.”
JOIN DATE: 2013
Dave’s experience owning a local marketing company serves him well in advising others about the opportunities, challenges and nuances of owning a small business – including managing for taxes, retirement planning, business succession, and strategic planning. Dave combines his analytical acumen with his personalized advisory skills as he helps business owners and others make informed decisions about their personal and professional wealth.
Prior to joining Willow Creek Wealth Management, Dave was a senior wealth advisor at a wealth management firm in San Rafael, where he specialized in portfolio management and financial planning for high-net-worth individuals. In addition to more than a decade of wealth management experience, Dave’s professional background includes research and data analysis for a global financial institution. He holds a master’s degree in financial planning from Golden Gate University and a bachelor’s degree in business management information systems from Chico State University. Dave is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association.
ON A PERSONAL NOTE: A long-time resident of Sebastopol, Dave lives in the west county with his wife Jina and their three children. He is involved in youth sports, coaching Little League and Youth Football.
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