Dave has worked in the industry for well over 20 years with most of them credentialed as a CFP^®. In 2005, he played a pivotal role co-founding his first financial planning firm. He’s taken that experience to co-found Keel, assembling what he believes are some of the brightest minds in the industry. Dave’s unwavering passion lies in a dedication to doing what is right, no matter what.

Learn more about David.