Dave is the Director of Investments and Financial Planning for Cornerstone, as well as Vice President of First American National Investment Advisors. He has been in the financial services industry for more than twenty years, with a special emphasis on retirement and estate planning.
Dave graduated from the College of William and Mary in Williamsburg, Virginia, with degrees in economics and music. An Investment Advisory representative and Securities Registered Principal, he is also certified by the American College as a Special Needs Planner, and by the Corporation for Long Term Care.
Before Cornerstone, Dave was Vice President at one of the largest independent marketers of Long term care insurance in America. This experience shaped the way he views retirement planning. “I learned that long term care was just a small part of what people need to prepare for retirement.”
Dave believes listening to his clients sets him apart from other planners. “Some clients will have a clear idea as to how they want to approach their retirement, but many won’t,” he explains. “It’s my job to listen to what they have to say so that I can suggest the appropriate products for them.”
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