Financial and Retirement Planning
Investment Management
Estate Planning
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Dave began his career in wealth management in 2006, building his experience at a large national firm before joining Ten Capital in 2019. Today, as Director of Advanced Planning, Dave works with clients and their families to navigate complex financial planning decisions, with a particular focus on estate planning, family legacy planning, and other advanced planning strategies.
Dave enjoys helping clients think beyond their immediate financial needs to consider the people, organizations, and causes that matter most to them. A significant part of his work involves helping families explore how their wealth can support future generations, thoughtfully preparing for the transfer of assets, and coordinating the many financial considerations that arise as their lives and circumstances evolve.
Committed to providing thoughtful and comprehensive financial guidance, Dave earned the Chartered Retirement Planning Counselor™ (CRPC®) designation in 2015 and became a CERTIFIED FINANCIAL PLANNER® professional in 2021. He further enhanced his skillset by earning a Master of Science in Financial Planning (MSFP) from Whitworth University in 2024.
Earlier in his career, Dave also spent time in the technology industry, including working with a startup that was ultimately acquired by Salesforce. The experience gave him a valuable perspective on problem-solving, innovation, and the unique planning considerations that can accompany careers in the technology sector.
A lifelong Washington State University Cougar, Dave earned his Bachelor of Arts in Political Science and Pre-Law from WSU. He also spent three years as an adjunct professor in Whitworth University's Master's in Financial Planning program, concluding his teaching role in 2026.
Outside of work, Dave's best friend is his wife, Tasha. The two have been together since high school and married since 2006. Their three children — Oliver, Hazel, and Jude — are at the center of their lives. As a family, they enjoy staying active, spending time outdoors, and camping.
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