Dave follows a disciplined process to deliver a customized wealth management experience for each and every one of his clients. He takes time to fully understand the issues that are important to his clients in life and in business. Once he understands individual goals, Dave structures personalized long-term strategies designed to achieve these objectives. Dave also understands the dynamic nature of these plans and regularly spends time with clients adapting strategies to address life and business changes. He maintains regular communication along the way so that that his clients are well informed, educated, and satisfied with their results.
Dave has been a Financial Advisor for over 20 years, joining Merrill in 1998. He currently lives in Chicago with his wife, Jessica, and their 2 sons, Luke and Declan. Dave is a graduate of the University of Illinois in Champaign and has a BA in Economics.
We are also involved in the communities in which we serve, volunteering as leadership and staff for organizations we're involved with the Norwood Park Chamber of Commerce in Chicago.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
