Dave is a Senior Vice President of Investments, and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Retirement Planning Counselor(CRPC®)
• Certified Investment Management Analyst (CIMA®)
• Senior Portfolio Manager - Portfolio Management Program
• Presidents Club member since 1999

• IMCA Certified Investment Management Analyst, The Wharton School of Business
• CFP Educational Program, College for Financial Planning
• CRPC Education Program, College of Financial Planning
• Actuarial Science, Georgia State University
• Engineering Science and Mechanics, Georgia Institute of Technology

• Series 31, Managed Futures Representative
• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of California, Life, Health, Property, Casualty, Variable Life Insurance and Annuity Licensed (#0C49425)

• Member of the Investment Management Consultants Association (IMCA), 1999 - Present
• Member of the Financial Planners Association (FPA), 1988 - Present
• Treasurer for the Lenox Hill Homeowners Association, 1987 - 1988

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI