Originally from New York, Dave relocated to Florida as a teenager and went on to earn his degree in Business Administration from the University of Central Florida. With a strong foundation in business management and a talent for bringing organization and efficiency to complex processes, Dave has built a career centered on operational excellence, problem-solving, and building meaningful relationships.
Before entering the financial services industry in 2014, Dave spent several years serving as a firm administrator for two successful public accounting firms. This experience helped him develop a strong understanding of business operations, financial processes, and client service, providing a valuable foundation for his transition into wealth management.
Since joining Anchor Financial Partners in 2022, Dave has brought a wealth of experience and a thoughtful, solutions-oriented approach to the team. Now serving as Business Development Manager, he helps support the firm's continued growth, strengthen relationships, and identify opportunities to expand Anchor's reach and capabilities. Drawing on his background in investment operations, financial planning implementation, and business administration, Dave brings a unique perspective to the firm's development efforts. His ability to connect strategic vision with practical execution makes him a valuable contributor to Anchor's long-term success and commitment to exceptional client service.
Dave and his wife, Elizabeth, married and moved to Georgia in 2006, where they have built their life together. In 2014, they welcomed their son, Jackson, to the family. Outside the office, the three enjoy spending time together in the kitchen, exploring hiking trails, and making the most of life's everyday adventures.