Know where you are going

Just like a good pilot operates from a good situational awareness, similarly a good financial advisor navigates your financial course with a heightened awareness of your hopes, dreams, concerns and goals and how they might best be pursued given the complexity and vast opportunities of the financial world. For 27+ years Dave flew for two great Fortune 500 companies. He knew the day would come to hang up his wings, but his skills as an aviator; focused, dedicated, disciplined and methodical have helped him serve his clients, and can help serve you.

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