As Founder at Rethink Wealth Dave acts as a fee based, independent strategic planner, with over 20 years of experience in banking, insurance and asset management. He works with corporate executives, professionals, business owners and their families to help them eliminate challenges and realize significant opportunities in their business and personal lives. As a divorcee himself, Dave takes special interest in assisting those going thru divorce.
The emphasis of his planning is to educate, organize and prepare his clients on the latest wealth preservation, investment management and business planning concepts, tactics and strategies.
Dave’s passion is helping clients align their finances to a life they love – to act as a wealth coach, investment guide and accountability partner – helping clients create the life they love with more confidence, clarity and certainty.
Dave is a lifelong Washingtonian who earned his undergraduate degree in Marketing and Management from Virginia Tech. He and his daughters, Emma, Grace & Olivia, live in Leesburg. “My intention is to help create clarity for my clients with comprehensive wealth strategies so they can focus on living their life.”