“Every member has unique life experiences, needs, and dreams. My responsibility goes well beyond helping members simply seek growth and preserve wealth. My goal is to craft specific strategies that empower members to pursue the financial independence they aspire to.” Says Dave. “As I close in on my third decade in this business, I’ve learned the only way to work toward these results is by gaining a deep understanding of how each member defines success. Their job is to define the destination and it’s mine to plan and update the route.”

“I’m enthusiastic about helping people in all phases of their financial journey. Establishing great habits, and matching them with sound strategies, can have a huge impact on long-term wealth accumulation. I am equally passionate in the belief that wealth accumulation should continue through retirement. Financial planning empowers members to leave behind a legacy that can have an impact for generations.”

“In addition to helping individuals and families, I take pride in supporting small business in Colorado. Investment advice, retirement plan options, insurance, etc. are all available through the professionals at the Investment and Retirement Center at On Tap Credit Union.