Dave is a financial advisor with more than 20 years of financial planning experience. Dave began his career working for Sprint in various accounting and finance management positions. In 1995, he started doing accounting work for small businesses. He quickly realized the need for holistic, personal financial planning for small business owners. Shortly after that, he founded True North Wealth Management to provide financial advice tailored to clients’ unique goals. In September 2020, Dave and the True North team joined forces with MRK Financial Solutions to offer clients more resources, expertise, and advanced planning insights. Dave is the leader of the Eastern Division for MRK Financial Solutions and oversees all advisors and staff from a leadership role to maintain the highest level of service to clients.
Dave graduated from the University of Pennsylvania with a Bachelor of Arts degree. He has been affiliated with the Avantax Wealth Managementsmbroker-dealer since 1999 and is ranked as one of its top advisors in the nation. He is securities licensed in 23 states and insurance licensed in 13 to serve loyal clients outside of Pennsylvania.
Dave enjoys running, hiking, biking, and being outdoors. He and his wife Jan have three children, and they enjoy vacationing and traveling across the United States to visit them. Megan, their oldest daughter, works alongside him at MRK Financial Solutions.