We are clients of Dave for 30+ years. We always appreciated his dedication to us ,guiding us through our life’s journey.
All his interactions with us are professional, genuine, and he is attentive to our individual lifestyle.
He continues to keep on learning and sharing his knowledge to better help his clients.We find this very impressive and shows the love he has for his chosen career and his clients.
Among the many tools he has available to him , he added one more very important tool recently. That is to include Lori as a Mindset Growth Coach to help his clients feel more comfortable about money and finances.She is ready and able to talk to you about any concerns and as a bonus offers practical guidance and topics through their monthly Newsletters.
When they talk about Whole Picture Planning it truly is achievable reaching your goals.
We have been COMPLETELY SATISFIED with all the decisions we made following Dave’s and Lori’s coaching.

Shelley and John
(Google 5-star review)