Dave joined CIC in the fall of 2004, bringing 25 years of experience in the areas of estate planning, financial planning, investment consulting, tax, and legal matters. He is an attorney, accountant, and a CERTIFIED FINANCIAL PLANNER™ professional. He led the Personal Financial Services team at KPMG Peat Marwick in Charlotte and later served as Director of Financial & Estate Planning at IJL/Wachovia. Throughout his career, he has specialized in providing consulting services to executives, business owners, and other affluent individuals and families. Over the course of his career, Dave has worked with professionals at the following companies: EnPro Industries, Goodrich Corp., Duke Energy, Belk Stores Services, United Dominion (now SPX), Industrial Piping, Lance, Bank of America, Centex Homes, Royal and SunAlliance, Piedmont Natural Gas, Carolinas HealthCare System, and Enterprise.
Dave received his undergraduate degree from Lafayette College in Pennsylvania, and he attended Albany Law School of Union University in Albany, NY. He and his wife, Robin, have two daughters, Emily and Perry. Dave holds FINRA Series 7, 24, 63, and 65 licenses.