Dave is a wealth advisor in Greenville, Illinois. His driving mission is to know his clients well, understand their needs and goals for every stage of life, and help them pursue good financial choices to navigate the future they desire.
Dave earned the Master of Business Administration (MBA) degree from SIU-Edwardsville in 2003. He holds the Series 7, Series 66 held through LPL Financial, and insurance license. He is licensed as an LPL Investment Advisor Representative in Illinois, Missouri, and several other states.
Dave and his wife Marsha, a recently retired high school science teacher, live in Greenville and have three adult children and one grandchild.
|Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC|