Senior Wealth Manager
Dave has opened a new Spire Investment Partners, LLC office in Frederick, MD. Prior to joining Spire, Dave was President of Wealth Advisors Group at Lincoln Financial Advisors and Raymond James Financial Services. He has been advising clients in all aspects of financial planning and wealth management for more than 20 years. "Regardless of your given stage in life, there is always the potential for improving your financial situation," says Dave.
In order to establish a financial plan, Dave makes recommendations with the intention that an investment be held for a 3-5 year period or longer - not withstanding marketplace changes. "We have access to a variety of investment products and use them to help accomplish our client’s goals," he says, noting that the chase for immediate returns almost always has a negative effect. "Equally important, we focus on managing risk in a portfolio and strive to obtain above average, risk-adjusted returns over time," he says.
Dave earned an MBA degree in finance from Loyola College in 1992 and a BA degree in economics from the University of Maryland in 1987. His financial licenses include FINRA Series 7, 63, and 65, as well as life, health and long-term care insurance. He is a member of the Financial Planning Association of the National Capital Area and the Suburban Maryland Estate Planning Council.