Before joining Stevens Capital PartnersSM, Dave spent five years at TD Ameritrade and Securities America in Operations and Learning and Development. He earned his Series 7, 63, 66, 4, and 24 licenses during that time. He also holds his CIMA® (Certified Investment Management Analyst) certification.
Dave takes great pride in providing industry knowledge and a first-class client experience.
Dave has a wonderful wife and two amazing boys. He enjoys staying active and finding time to play the guitar in his spare time.
Dave takes great pride in providing industry knowledge and a first-class client experience.
Dave has a wonderful wife and two amazing boys. He enjoys staying active and finding time to play the guitar in his spare time.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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