“Through our financial planning process, I provide clients with strategies which help place them and their loved ones in an optimal position to achieve their financial goals”
Dave is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Representative with Osaic Wealth. He holds FINRA Series 7 and Series 66 registrations and is licensed in Life and Health Insurance. He earned a Bachelor of Science in Business Administration from Towson University, with concentrations in Finance and Marketing.
Committed to serving both his clients and his community, he is an active member of the Baltimore Estate Planning Council and the Howard County Estate Planning Council, where he collaborates with other professionals to help individuals and families navigate complex financial and estate planning matters.
He resides in Woodstock with his wife, Tammie, and their four children. Outside of the office, he enjoys coaching youth sports and spending time with his family. He has also served as a vestry member at St. John’s Episcopal Church, reflecting his longstanding commitment to community involvement and service.
Dave is supported by the following professionals:
- Ryan Davis, Client Relationship Manager
- Sori Meredith, Client Service Manager