Dave joined Virginia Asset Management in 2013. Working with families and closely held businesses, he guides his clients through the never-ending challenges of retirement, education, risk management, and wealth accumulation. Through Financial Planning, clients are able to make informed decisions that serve their best interests and their families. The best advice he gives his clients is that they need to be able to sleep at night.
Dave is a Certified Financial Planner™ professional upholding the high standards of competency and ethics within the industry.
Dave grew up in Mechanicsville where he currently lives with his wife, Michele. He is a member of the Mechanicsville Rotary Club serving his community. He graduated from Virginia Tech in 1993 and was a member of the Marching Virginians. He has served on the Board of the MV Alumni Association since 1999, and has consistently maintained an active role in the organization and with Virginia Tech.
As an avocation, Dave is a NCAA football official and a member of College Football Officiating, LLC.
Dave is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks, LLC. He holds the 6, 63, 65, and 7 registrations as well as the Life/Health/Annuity License. Dave is registered/appointed/qualified in Virginia, North Carolina, Florida, and Minnesota.
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.