Dave is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) designation. He holds Series 7, 24 and 66 licenses with Cambridge Investment Research as well as life and health licenses. Dave is also a Certified Public Accountant (CPA).
Prior to joining Financial Reserve, Dave worked with accounting firms Coopers & Lybrand and PricewaterhouseCoopers and as a senior director at Banfield. Dave earned his B.S. and M.S. in accounting from Brigham Young University in Provo, Utah.
Dave and his wife, Krystal, have five children, Nicole, Nathan, Derek, Lauren and Kurt. Dave enjoys spending time with his family, being in the outdoors and playing sports, especially basketball.