Dave brings experience, and a track record of tenure and dependability. He has over 23 years of experience developing and overseeing financial planning, investment management, estate planning, and tax planning solutions for successful individuals and families. Notably, Dave worked for the same firm for 22 years before joining Fidato Wealth as a Lead Wealth Advisor.
Dave is a native of Northeast Ohio. He earned his Master’s Degree in Financial Services from the Richard D. Irwin Graduate School at The American College. Dave also holds the Chartered Financial Consultant (ChFC®), the Accredited Asset Management Specialist (AAMS®), and the Accredited Wealth Management Advisor (AWMA®) professional designations from The American College and The College for Financial Planning.
“I joined Fidato Wealth because of its mission to provide Fiduciary advice to clients in a way that is unique in the industry, and that offers a true holistic approach to financial planning. I enjoy working with clients, having a great relationship with them, and helping them achieve their financial goals.”
Dave and his wife, Debbie, reside in Strongsville and they have 3 children. Outside of work he enjoys running, sports, and spending time with his family.