As a Financial Advisor, Dave will take the time to understand your needs and goals so that together you can develop an in-depth retirement plan. Drawing upon the Firm’s extensive retirement planning resources and his own experience, Dave can help you identify appropriate investment strategies, whether you’re establishing a retirement plan for the first time, or you’d like to have your current plan evaluated.

Blair's unique and collaborative Dream, Plan, Track ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.