Dave strives to bring clarity of mind and empathy to his role as a financial advisor. He always makes sure to listen to clients’ concerns and take a step back to see through the clutter and noise. With nearly three decades of experience throughout many economic cycles, he helps clients grow and preserve their wealth with strategies such as tax efficiency and charitable giving.
Prior to establishing Silver Lake Partners, Dave was a branch manager with Raymond James for 27 years. He received his Certified Investment Management Analyst® designation from the Wharton School of Business in 2007.
Believing that listening and understanding clients’ needs and goals are the most important thing to do before developing a financial strategy, Dave takes special care to learn about each client before advising them to make any significant financial decisions. Once he gets to know them, their financial picture and their future goals, he oversees their investment allocations on an ongoing basis.
Outside the office, Dave is very involved with his daughter’s school. He has a keen interest in rural development, and has helped plan a large-scale wind farm in Nebraska where he spent his childhood. Originally from Indianola, he currently lives in Dallas, Texas, but still owns his fourth-generation family homestead back in Nebraska.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.