Dave is a financial advisor and partner in the firm. Before coming to Prosperity, he was with the Federal Reserve Bank of Kansas City, where he was an internal revenue and compliance analyst for more than 4 years. Prior to that, he worked with Chemidex, which was a vertical search engine for formulating chemists.
Dave enjoys providing his clients with comprehensive planning and financial advisory services. He loves that every client has a story and enjoys the personal impact of financial planning. Dave has a keen ability to relate to clients and explain financial concepts so that they are easier to understand and embrace. He feels this makes for a more comfortable experience for clients as they navigate through what he calls “life’s little surprises.”
Dave holds a bachelor’s degree in psychology, with honors, from the University of Kansas.
Dave’s wife, Jessica, also works for Prosperity and this is one of Dave’s favorite things about working for the firm. In addition to working together, Dave and Jessica also enjoy local theater and other performing arts as patrons and participants when they’re away from the office. They also have three cats, though visual evidence of this would be hard to come by if you ever visit. Dave is also a trivia and movie enthusiast, and big sports fan, especially when it comes to college basketball – “go Jayhawks!”
Office Locations: Overland Park, KS | Carmel, IN