As Chief Investment Officer, Dave chairs Total Wealth Planning’s Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning’s economic and investment outlook. As a Principal, Dave is responsible for investment advice with extensive client contact, proactive listening, and education. Under his leadership, our investment managers serve as counselors and act as a sounding board for clients in their personal and business decision making. He brings a level of discipline that is guided by overall transparency, family-centric solutions, and getting things done for clients