Dave was born and raised in Oshkosh, Wisconsin. As a child, he spent as much time as humanly possible outside on the nearby lakes. At 17 years old, he left home and moved 800 miles to Tulsa, Oklahoma, where he studied accounting at Oral Roberts University. While at ORU, Dave met his wife, Margaret. They married in 1991 and have since been blessed with seven amazing children.
Dave is deeply committed to the success and wellbeing of his clients. He focuses on business and personal tax planning, retirement income planning, wealth accumulation, and investment strategies. When he has time off, Dave loves to read, work out, and spend time with his family.