As Chief Investment Officer, Dave chairs Total Wealth Planning’s Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning’s economic and investment outlook.
As a Principal, Dave is responsible for investment advice with extensive client contact, proactive listening, and education. Under his leadership, our investment managers serve as counselors and act as a sounding board for clients in their personal and business decision making. He brings a level of discipline that is guided by overall transparency, family-centric solutions, and getting things done for clients.
He has a Master’s in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave’s background and experience includes:
Dave enjoys time with his family of three children. During his free time he enjoys the outdoors by playing tennis, skiing, scuba diving, hiking and running. Dave also gets great satisfaction out of volunteering and has enjoyed mission trips with his family to Nicaragua and Haiti.
The Content is for informational purposes only, you should not construe any such information or other material as legal, investment, financial, or other advice. Nothing contained therein constitutes a solicitation, recommendation, endorsement, or offer by Total Wealth Planning or any third party service provider to buy or sell financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. Copyright 2023 © Total Wealth Planning. All Rights Reserved
1078 Reviews
We have worked with Total Wealth Planning for over a decade. They have helped us navigate market fluctuations and organize everything from estate and educational planning, tithing, tax issues and retirement. They have done a fantastic job and we highly recommend them. ~ JoAnna Young ~
Your request has been submitted successfully.
