Dave takes genuine pride in helping people achieve their lifelong financial needs and goals through sound education, dependability and evidenced based solutions. His approach at all times is to build lasting relationships based on trust.
Dave grew up in Northeast Ohio and obtained his Bachelor’s in Finance and Economics from Ohio University. He has over 7 years of Financial Services industry experience in several roles focused on comprehensive financial planning. Dave is experienced in investment management and retirement planning for families and small businesses.
Prior to joining Fidato Wealth, he spent the last 4 years living in Scottsdale, Arizona working in Retirement Consulting with The Vanguard Group. He was drawn to Fidato through an important shared principle; to act as a true Fiduciary across all aspects of financial planning and advising.
Dave and his wife, Danielle, are excited to be back home in Ohio. They currently reside in North Ridgeville and look forward to growing their family. Both of them strive to help families in their hometown communities achieve success and happiness through their professional endeavors. Dave is a long time Cleveland sports enthusiast who enjoys gathering with family and friends, cooking BBQ, golfing, and traveling.