For over 20 years Dave has led the wealth management industry in the Portland and surrounding areas with integrity and hard work. With his client-centered consultative approach, Dave and his team deliver a full range of financial services to pursue the needs and wants of all clients. Ever since he graduated from Oregon State University, Dave knew he enjoyed helping people manage their assets and retirement plans. Dave and his staff know you work hard for your money so he develops strategies in aiming to make sure your money is working hard for you. He works with you one-on-one to identify your short- and long-term goals, then supplies the knowledge and guidance you need to help you feel conf