Dave has been serving clients as a financial services professional and wealth manager for the past 19 years. Prior to those activities, he spent approximately 10 years involved in strategic transactions including mergers, acquisitions, divestitures, joint ventures and capital formation as both an advisor and a principal. The first 16 years of Dave's career involved engineering, operations, trading, senior level general management and business ownership in the energy and chemicals industries.
Dave is a board member at the Economic Alliance Houston Port Region and the chairman of their Business Growth Task Force. He holds a bachelor's degree in Mechanical Engineering from Purdue University, an MBA from Southern Methodist University and is a Retirement Income Certified Professional from the American College of Financial Services.