As a seasoned wealth advisor, Dave takes pride in assisting clients to navigate the ever-changing landscape of the financial markets. Over the past 31 years, he has served the financial planning needs of families, executives, entrepreneurs, and professionals in developing strategic financial solutions to pursue their dreams and goals. As the Founder and Principal of Mattern Wealth Management, he focuses on maintaining and delivering an un-comparable client experience by emphasizing the highest possible level of client service and mindfulness. Before launching Mattern Wealth Management, he was a Managing Director and Senior Private Investment Management Portfolio Manager for Wells Fargo Ad