Since 1983, Dave has helped his clients and many advisors’ clients in planning for retirement and managing their wealth. Dave is one of the Executive Officers, a current board member, and the Investment Committee Chairman of Focus Financial, a position he has held since 1996.  He is also the firm's Director of Training where in this role he shares in attracting high-quality advisors and in transitioning them to Focus Financial.  He is an active member of the Financial Planning Association (FPA) and has been a CERTIFIED FINANCIAL PLANNER™, CFP® since 1987. Dave graduated with honors from The University of St. Thomas in 1981 with a degree in Business Administration/Accounting.  In 2008 and 2010 he was named a Five Star Wealth Manager Best in Client Satisfaction by Twin Cities Business and Mpls St Paul Magazine*.