Dave joined UBS in their North Dallas office in 2012 as a Senior Vice President - Wealth Management and Senior Portfolio Manager. He transitioned into the financial services industry in 1991 and discovered his passion as a family wealth advisor after a successful business career with Fortune 500 companies such as Baxter-Travenol, DuPont and Johnson and Johnson.

Dave and his team offer a comprehensive and detailed investment and planning approach to their clients' complex needs which include: investment, retirement, education, health, estate planning, tax minimization, and wealth transfer strategies.

Dave is a Summa Cum Laude graduate of the University of San Francisco. He completed the Senior Financial Advisor's Program in 2003 at the University of Pennsylvania's Wharton School of Business. He also completed the advanced portfolio management course taught at the University of Chicago's Booth School of Business in 2010. Dave currently lives in Frisco, Texas with his wife Patty and enjoys tennis, golf, exercising, reading, juggling, traveling, and dinner with friends.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV