Dave is the Director of Investments and Financial Planning for Cornerstone, as well as Senior Vice President of First Advisors National. He has been in the financial services industry for more than twenty-five years, with a special emphasis on retirement and estate planning.
Dave graduated from the College of William and Mary in Williamsburg, Virginia, with degrees in economics and music. An Investment Advisory representative and Securities Registered Principal, he is also certified by the American College as a Special Needs Planner, and by the Corporation for Long Term Care.
Before Cornerstone, Dave was Vice President at one of the largest independent marketers of Long Term Care insurance in America. This experience shaped the way he views retirement planning. “I learned that long-term care was just a small part of what people need to prepare for retirement.”
Dave specializes in helping Federal Employees understand their government benefits and plan for their retirement. Based out of the National Science Foundation in Alexandria, he conducts workshops and seminars and does private consultations with FERS and CSRS employees.
A member of the Barbershop Harmony Society for more than thirty years, Dave holds three International Gold medals for singing with the Alexandria Harmonizers, a barbershop chorus.
Dave lives in Centreville, Virginia with his wife, Annie, and has two children, Heidi and Billy, and two grandsons, Hunter and Parker. Ask him about his family tree sometime!