Dave has more than 20 years of investment and financial services experience. He was the regional manager of a Fortune 500 investment and insurance company and owned several small businesses in the Hudson Valley. Dave’s expertise in business plays a vital role in the operation of Beyond Wealth Management Group. His focus is advising families on managing the financial and logistical issues that arise when caring for aging parents.;
When he is not working, Dave enjoys basketball, spending time with his grandchildren, and travelling to Key West.
In his prior life he combed beaches for buried treasure.