Dave has worked in the industry for well over 20 years with most of them credentialed as a CFP®. In 2005, he played a pivotal role co-founding his first financial planning firm. He’s taken that experience to co-found Keel, assembling what he believes are some of the brightest minds in the industry. Dave’s unwavering passion lies in a dedication to doing what is right, no matter what.
Q&A with Dave
How do you go deeper for your clients?
I like to get to know my clients. It goes beyond just learning their financial situation and/or their specific goals, objectives, and risk levels. I want to know what makes them tick, what is important to them, and why they do what they do. This allows us to get to the root of their long-term plans and not only help them pursue those goals long-term but do it in a way that provides joy and confidence in the short run.
What is your biggest accomplishment?
My biggest accomplishment was achieving my CFP® designation at the earliest possible time in my financial career. I dedicated substantial time and effort preparing for it, and I am proud of this achievement.
Personally, I helped raise two great kids (one who recently graduated college) and one who is a senior in high school.
What’s your favorite charitable endeavor?
Having lost my mom and a close friend to Leukemia (both at young ages), I support the Leukemia & Lymphoma Society.
Where is your happy place and why?
I love a quiet beach on the ocean listening to the waves crash onto the coastline with plenty of shade and a great book. I’m always in search of topping Maui’s secret beach.
Favorite ice cream flavor?
By far Coffee Chocolate Chip.
Reach out
You’ve got questions, and we’ve got answers. Visit our contact page to connect with the Keel crew.
