Testimonials"Dave, with his quiet, professional manner, instills a sense of confidence and trust. The majority of our life savings is invested with him, knowing that he will treat it as if it were his own." G.C., retired
"Over the past sixteen years, we have depended on Dave to simplify our financial planning. We trust that he will always provide us with options that consistently meet our goals, diversify our portfolio and above all, respect our preferred investment style. We have, without hesitation, referred him to many friends and family members." L.R.
"I met Dave over 20 years ago in my previous career when we were both Financial Managers and Professional Accountants. I never hesitate to recommend Dave to friends, colleagues or members of my family. Dave is honest, knowledgeable and trustworthy. I value his advice and his “no pressure” approach.” K.M., Real Estate Agent