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.
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