Dave has been guiding individuals and families through the ups and downs of the financial markets for nearly 40 years. He’s known for his calm, down-to-earth approach and his ability to listen closely to what matters most to each client. Whether you’re planning ahead or adjusting course, Dave provides thoughtful, experienced advice that helps you move forward with clarity.
Clients appreciate his steady presence and the trust they’ve built over the years—he’s not just an advisor, but a reliable partner through life’s changes. He takes pride in helping people feel informed and supported, without ever overcomplicating the process.
Dave and his wife, Marcie, live in San Ramon and have three grown children. They enjoy e-biking and hiking the local trails with their dog, Murphy, and make regular trips to New York City to visit their kids, take in a Broadway show, or try out a new restaurant. At heart, Dave enjoys the simple joys of family, good conversation, and making sure his clients always feel taken care of.