Biography
Dave has been in the financial services industry since 1996 and helped form Green Wealth Management Group in 2018. Dave has wealth management experience from Merrill Lynch, Northern Trust Bank and Franklin Templeton. He also has a background in mergers & acquisitions (M&A) from Cross Keys Capital and venture capital (VC) & private equity (PE) from Advantage Capital Partners that provides him additional depth not commonly found in the wealth management business. This is particularly helpful with Dave’s business owner clients who are currently still running businesses or who have sold their companies and require a different perspective on managing the wealth they have created.
Dave holds the Series 7, 65 and 63 FINRA registrations. He is a graduate of Eckerd College in St. Petersburg, Florida with a B.A. in International Business. Dave enjoys giving back to the community through his work on the Development Committee of The Children's Cancer Research Fund, a not-for-profit, section 501(c)(3) and as a member of The Rotary Club of St Petersburg, Florida.
Dave lives on Lake Minnetonka and splits his time between Minnesota and Florida. Outside of work and volunteer activities, Dave spends time with his yellow Labrador Stella and enjoys boating, kite boarding, snowmobiling, stand-up paddle boarding and wine. Dave also holds a private pilot license from the Federal Aviation Administration.