Dave and his team take the responsibility of serving as a Family CFO very seriously.  “As a team, our goal is to listen to our clients in order to best understand their desired objectives for their personal wealth.  Our clients place a significant amount of trust in our hands, and we do everything we can to exceed their expectations," he says.   

This focus on family objectives and dynamics enables Dave and his team to make personalized recommendations that help clients attain their financial goals. “Through knowledgeable, objective advice and proactive service, we strive to gain and maintain the high level of trust necessary for a successful long-term relationship. Our goal is to be an advocate for the family. Ultimately, our client relationships become personal friendships, adding to the enjoyment of our Family CFO role,” Dave says.   “I am fortunate to have such a great team and friendly client relationships who appreciate the value of our services.”

Prior to joining Moneta Group as a principal in 1995, Dave was a manager in the Personal Financial Services Practice for Price Waterhouse. He graduated magna cum laude with a Bachelor of Science in accounting from University of Tulsa in 1989. Dave is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER^TM, Personal Financial Specialist and ACCREDITED WEALTH MANAGEMENT ADVISOR^SM.

Dave currently serves on the Moneta Group LLC Board of Directors.  He is also a member of the Tax Strategies LLC Board, Pulaski Bank Advisory Board and Algonquin Country Club Board.   In addition, he serves as Chairman of the Ronald McDonald House Planned Giving Committee.

Dave enjoys golf and other outdoor recreation.  He lives in Glendale, Missouri with his wife, Christine, and their two daughters, Kendall and Jordan.