How I got here:
After obtaining my bachelor’s degree in accounting from Le Moyne College and Master’s degree from the University of San Diego, I began my career in public accounting and became a licensed CPA. Over the course of nine years working with two separate regional public accounting firms, I recognized the value of proper client service. I saw the opportunity to make a change to investment management with Rockbridge as a way to continue to apply the knowledge and values I had developed throughout my career and join an investment group whose principles aligned with my own personal investment philosophy.
Favorite part of the job:
Working with individuals or families in a team environment toward a common goal. It’s a rewarding experience when you can leverage everyone’s strengths to find a solution that has a positive impact.
Experience:
Upon achieving the CPA certification, I worked for nearly a decade in various industries ranging from energy, to manufacturing and construction. During that time I was exposed to the various financial challenges that business owners and individuals are presented with daily. It became apparent to me how important it is to have someone you can trust as an advisor. Dave is a Certified Financial Planner®.
Education:
Bachelor of Science – Accountancy, Le Moyne College
Master of Science – Accountancy, University of San Diego
CERTIFIED PUBLIC ACCOUNTANT
CERTIFIED FINANCIAL PLANNER®, (CFP®)
Beneath the surface:
My wife Katie and I live on the West side of Syracuse along with our daughter, Charlotte. In our free time we like to enjoy the outdoors, take Charlotte on walks, or the occasional weekend getaway. I love to stay active with golf, running, and biking, but enjoy my down time with a glass of bourbon or at a Tipp Hill bar, as well as spending time with my friends or brothers.
