As a Lead Relationship Manager, Dave’s primary responsibilities include providing comprehensive financial planning services for new and existing clients, while managing ongoing client needs. Dave is a CFP® and AIF® professional with over 20 years experience in servicing clients.

Before joining Kendall Capital, Dave spent eight years working as a financial advisor for a regional investment management firm. Before that he was the director of operations for a local investment management firm. He enjoys helping firms grow from the inside out and maximizing tools to help clients feel confident in their financial plans.

Dave earned his bachelor’s degree in accounting from the University of Maryland. He received his Accredited Investment Fiduciary® designation in 2007 and his CERTIFIED FINANCIAL PLANNER™ in 2018. He is a lifetime resident of Montgomery County, MD, and currently resides in Germantown with his wife and two children.

Over the years, Dave and his family have been involved with many charities and organizations including: March of Dimes, PanCAN, Girl Scouts of the USA, and Boy Scouts of America. Currently, Dave is a member of the Rockville Chamber of Commerce.