What Clients Say:

Dave impressed me right away with his low-key, casual and friendly style. Talking about money is a very personal thing, a touchy subject for many, but Dave exuded a sense of trust and common sense, and he was able to put me at ease right away. Dave is handling all my investments now, and I will need to be talking to him soon about life insurance!

Tim Allix, CEO
White Hot Marketing

Thank you David for being so persistent, even when I was skeptical in my own ability to invest. Even though I was resistant in our first meetings, the information I received, helped me organize my life to the point where the last meeting was very successful and I now can see my own potential to meet my dreams. I am looking forward to the future with excitement.

Mitch Fontaine, Owner
Barefoot Floors