specializes in life insurance strategies for ultra-affluent families and business owners across the country.
Dave started his life insurance career in 2007 and since then has been dedicated to providing comprehensive, highly personalized planning services to his clients and their families.
Highly regarded in the life insurance industry, Dave conducts insurance planning seminars to many of the top business managers, CPA’s, and financial advisors throughout the country. He is also a regular contributor to local and national radio & TV shows.
Dave is a member of Million Dollar Round Table & Top of the Table, the Premier Association of Financial Professionals. He is also an active member of the National Association of Insurance & Financial Advisors (NAIFA). Dave sits on numerous local boards is very active in various nonprofit organizations and helps fundraise on an annual basis.
Dave attended San Diego State University and currently resides in Rancho Santa Fe, Ca with his wife Stacy and 3 children, Sloan, Jakob & Benjamin. Dave enjoys golfing, traveling and spending time with his family.