Dave started his career in Wealth Management in 2006 where he started at a large national firm before partnering with Ten Capital in 2019. Dave enthusiastically joined as the Director of Retirement Planning where he specializes in providing retirement planning to retirees and pre-retirees. In order to best serve his client base with sound and effective advice, he earned his Chartered Retirement Planning Designation in 2015 and his Certified Financial Planning designation in 2021.
Before joining Ten Capital Dave spent a few years with a startup technology company, eventually getting purchased by Salesforce.com. With this experience, Dave has a unique skill set in understanding the technology space and topics pertaining to technology professionals. He also has a unique ability to help the firm grow its technological resources providing a better experience, interactions, and positive outcomes passed onto our clients.
Dave has a B.A. in Political Science & Pre-law from Washington State University as he was born and raised a WSU Cougar.
His best friend is his wife, Tasha. They have been married since 2006, but ultimately together since high school. Their three kiddos Oliver, Hazel, and Jude are their world. They enjoy all things active and outdoorsy, particularly, camping in their newly outfitted retro camper.