Dave grew up in Lewistown, MT and attended the University of Montana in Missoula, MT graduating with a business administration degree, emphasis in Accounting. He is a licensed CPA since 1990. His work experience includes SEC financial reporting and insurance company annual filings with the state commissioner of insurance in addition income tax preparation for business and individuals. He is also experienced with payroll reporting on a multi-state level through his work for a company with over 500 employees located across several states as well as smaller employers around Montana.
Dave is also a registered representative affiliated with Avantax Investment ServicesSM Member FINRA/SIPC HD Vest Advisory Services®. He enjoys creating financial plans designed meet the client’s short-term and long-term goals.