Senior Wealth Advisor, Managing Director
San Ramon, CA
Dave is a Senior Wealth Advisor at MAI. Dave has 37 years of experience in finance and accounting and is responsible for financial planning and investment strategies for his wealth management clients. Dave has broad experience in financial markets, tax matters and estate planning, bringing detailed knowledge to meet client needs. He also serves as trustee for several of his clients.
Previously, Dave was the founding partner of Intersect Capital LLC, an entity that served wealth management clients in Northern California.
Dave earned his Bachelor’s in Business at the University of Montana and became a CPA partner at Armanino LLP prior to founding Intersect Capital.
Dave enjoys a period of semi-retirement in his home state of Montana.