Dave has over 25 years experience in advanced planning situations including Estate Planning with Estate Tax Mitigation,  life insurance liquidity funding, Business Planning for Executive Compensation & Succession Planning, and Trust and Asset Protection Planning. His extensive personal experience includes:

• Conducting client meetings with high net worth individuals and with clients’ other advisors, including estate planning attorneys, CPAs and trust officers.
• Developing analysis, presentations and computer-generated illustrations.
• Assisting with product selection.
• Providing competition expertise, when needed.

Dave graduated from the University of Denver Business, Law and Tax Schools and is a member of the Colorado Bar. He holds a CLU and ChFC designation from The American College.