Dave is a dedicated paraplanner at RWS who is committed to helping clients navigate their financial futures with confidence. Currently training to become an Associate Financial Planner, his long-term goal is to become a Lead Financial Planner, where he can continue to provide carefully crafted financial plans tailored to each client’s unique retirement goals.
With 20 years of experience in the financial industry, including 15 years specializing in insurance and financial services, Dave brings strong communication, time management, and organizational skills to every client interaction. He believes in the power of thoughtful planning and preparation, ensuring that clients feel secure and well-prepared for retirement.
Outside of work, Dave enjoys spending time with his fiancée, Rachal, and his five children Kendal, Drew, Jackson, Grace, and Chase. And cannot forget their Mini Golden Doodle, Harper! In his free time, he loves cooking and trying new recipes, traveling throughout Michigan, playing golf, boating, and attending sporting events.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.
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