Dave is a financial advisor with more than 20 years of financial planning experience. Dave began his career working for Sprint in a variety of management positions in Accounting and Finance. In 1995, he started doing accounting work for small businesses where he quickly realized the need for holistic, personal financial planning for small business owners, and shortly thereafter, 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 graduated from the University of Pennsylvania with a Bachelor of Arts degree. He has been affiliated with the Avantax Wealth ManagementSM broker 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 in order to serve loyal clients who have moved 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 East.