Dave’s financial planning and investment management expertise provide his clients with tailored guidance and customized strategies, emphasizing comprehensive wealth management. As a Senior Vice President, Dave is a member of the Investment Policy and Strategic Planning Committee with Kendrick Wealth Management.
Upon graduating from Southern Illinois University with a Bachelor of Science in Business Administration and a Bachelor of Arts in Foreign Language and International Trade, including a Minor in Economics, Dave accepted a position with the Chicago Mercantile Exchange and the Chicago Board of Trade. Before joining Kendrick Wealth Management, Dave spent 15 years with Edward D. Jones & Co. as a financial advisor and limited partner of the firm.
Along with his many accomplishments and wealth management experience, Dave has a passion for giving back to his community. He currently serves as President of the Scottsdale McCormick Ranch Kiwanis Club, Scottsdale Parent Council representative for Anasazi Elementary, and as an adopt-a-road coordinator to help keep our desert beautiful.
When not in the office serving his clients, Dave enjoys spending time with his family and friends, traveling, hiking, and golfing. Dave resides in Scottsdale with his wife, Rachael, daughter Hattie, son Max, and the family dog, Rossy.