Dave joined Landing Point in July 2021 with five years of financial and tax planning experience. He serves as the primary advisor for clients in addition to providing financial and tax planning support to Landing Point’s advisors. Dave joined the financial planning industry out of a desire to help others with the goal to help simplify clients’ complex financial lives.
Dave has held the Certified Public Accountant (CPA) license since 2015, the Certified Financial Planner (CFP®) designation since 2019 and earned his MBA and B.S. in Accounting and Finance from Baldwin Wallace University. Prior to joining Landing Point, Dave worked at a local wealth management firm where he specialized in financial planning, tax planning, and tax preparation.
