Business, investing and wealth planning has been inherent to Dave since his childhood. He grew up around business with both his Dad and Grandparents as business owners. This provided an environment become interested and engaged in business, investing and saving at an early age.
Dave’s professional experience is in both business and hospitality, including owning and managing commercial real estate, leading and managing businesses, including Blake Farms & Blake’s Hard Cider Co. His past experience has given him an appreciation for the unique challenges business owners’ face, the hard work and level of risk & dedication it takes to be successful.
Dave focuses on working with business owners of closely held family owned businesses. He works with clients in various stages of the business cycle from startup, established businesses, to mature businesses that are preparing for a sale, and need legacy planning, business valuation, transaction work, tax and estate planning guidance. Dave creates a personalized plan around their situation to help navigate critical financial decisions to help build and maintain wealth built from a lifetime of hard work. Dave is currently pursuing The Certified Private Wealth Advisor® (CPWA®) to continue his growth, education and better serve his clients.
Dave graduated from Albion College with a major in Economics and Management from the Carl A. Gerstacker Institute for Business and Management, was the captain of the Tennis team and treasurer of his fraternity. He studied abroad in London, England through Boston University Study abroad program.
Dave is a member and involved in small groups and at Woodside Bible Church, the National Ski Patrol, Truth at Work and Detroit Economic Club. Favorite activities include trips to Petoskey on the weekends, boating, tennis, golf, skiing, shooting, scuba diving and traveling. He lives in the Metro Detroit area with his wife Rebecca, son Ender, and their dog Seger.
Raymond James is not affiliated with any organizations mentioned.