Dave is a Partner and Wealth Advisor at NewEdge Advisors with more than 20 years of experience in the investment and financial planning industry. Before joining NewEdge, he was a partner at Midwest Wealth Management. His prior roles include serving as a financial advisor at a bank-affiliated securities firm and as an Investment Representative with Edward Jones.
Dave holds Series 7, 63, and 65 securities registrations, as well as life, health, long-term care, and variable insurance licenses. As an Enrolled Agent (EA), he is licensed to practice before the Internal Revenue Service. He earned his Bachelor of Science degree from Western Illinois University.
Dave lives in South Elgin with his wife, Maria, and their two children, Jordan and Elyse. In his spare time, he enjoys watching his son play college football, supporting his daughter in her dance performances and competitions, and spending time with friends and family.