Dave entered the financial services industry in 1998 after his career as a paramedic was cut short after an accident. He started his career with New York Life, where he met Jerry Sullivan. He became a top producing agent and was promoted to partner. During that time, Dave served as the Local Chapter President of NAIFA (the National Association of Insurance and Financial Advisors) and as the Educational Chair for the American College.
Dave joined Solano Strategic Financial Advisors in May 2020 as a registered investment advisor, paraplanner and life insurance specialist.
SPECIALIZING IN: Implementing financial plans that are guided by the core values, beliefs, and goals of his clients.
BRANCH OFFICE: 423 F Street, Suite 102, Davis, CA 95616