Born and raised in Saint Louis, Dave graduated from Saint Louis University with a Masters in Accounting. He spent the first 15 years of his career in various advanced accounting functions. Dave has since decided to follow his passion for helping people with their financial planning. His business background and knowledge of employee benefits, stock compensation, insurance, investments, and taxes makes him a perfect fit for working with business owners.

Outside of work, Dave spends time with his wife and three children. Dave enjoys sports (especially baseball), exercising, and playing music. Dave also enjoys volunteering at St. Joseph – Manchester, MO parish.

About Us: CWOs For Hire talks with many people who simply aren’t getting the help they need, even if they already work with an advisor or CPA. They remove that frustration, work with their clients to develop a detailed plan and help them implement and adjust the plan over the long term.