Blair S.

“For over the past 40 years, Dave has provided our family with sound, responsible financial guidance.  Our parents first entrusted Dave with their financial planning needs and from the professional advice and dedication provided for them over the years, having Dave oversee our financial planning only seemed natural.  His knowledge and dedication to ensure client satisfaction, combined with his calm and entrusting mannerism, has provided us both with years of comfort in knowing our financial planning needs and long term goals have been in good hands.  Both our children now use Dave for financial advice as they plan for families of their own and we would not hesitate to recommend him to any member of our extended family or friends.  What more can be said but “Thanks Dave”.”