Financial Advisor, CRPC®
Dave is a wealth advisor bringing over 12 years of industry experience to Ten Capital. He spent most of his career working in the independent broker dealer world as a planner and investment advisor. Partnering with his Dad, Mike, almost 8 years ago; has led him to realize the power of a team approach to serve and deliver a high level of value to his clients. Since joining Ten Capital at the beginning of 2019, this realization of leveraging a team to highten the client experience has been multiplied several times over.
Dave did take a 2 year hiatus from his financial advisor role to go work for a successful technology startup, which ultimately got bought out by Salesforce.com. From this experience, Dave has a unique skill set to help the firm grow our technology resources which will provide better experiences / interactions / and ultimately better outcomes for each one of our clients.
Dave’s best friend is his wife, Tasha, of over 12 years. Their three kiddos Oliver, Hazel, and Jude are their world. They enjoy all things outdoors and active.
Contact Dave if you have questions around Financial or retirement planning, and investment advice.