Dave is a co-founder and Managing Director of Freedom Investment Management Group, which was founded in January 2015.
For over 30 years, families and business owners have worked with Dave, because he is caring, dedicated and committed. What this means is, he will take the time to help his clients understand the actions that need to be discussed, while simplifying the complexities of the decisions they face. The benefit to Dave’s clients is to have the understanding and confidence that the resources they have acquired are suitably managed.
He holds a Chartered Retirement Planning Counselor (CRPC) designation, conferred by the College for Financial Planning. Dave is an active member in rotary, he was the president in 2016. Dave is also a member and past president of the Lion’s Club. Dave resides with his wife Leslie, in Warren. They have three adult children and a granddaughter. In his spare time, Dave enjoys fishing, hunting, and spending time with his family.
Freedom Investment Management Group and LPL Financial are separate entities.