Dave graduated from the University of Illinois having received the "Chick Evans" Caddy Scholarship. He entered the financial services industry in 1974 and has focused his practice on working with owners of closely held companies and professionals, including physicians and attorneys, in the areas of retirement and estate planning strategies and business succession planning. In 2007, Dave was awarded the "Retirement Planning Specialist" title.
Dave is a CLU and ChFC (designations of the American College), a Life and Qualifying Member of the prestigious Million Dollar Round Table (MDRT) and a Registered Representative of Equitable Advisors, LLC. California Insurance License #0B81032.
Dave is active in the Evans Scholars Alumni Association and the Western Golf Association. He has two grown sons and two young grandchildren.