As Managing Director – Advisor Consulting, Dave brings 20+ years of industry experience in working with and consulting financial advisors. His entire career has been focused on helping advisors make better smarter recommendations for their clients’ needs.
Dave is also recognized nationally as “The Process” and had completely reinvented the Wholesaling Role by representing one company but recommending many others. His goal was to help Financial Advisors enhance with The Process of Financial Planning by incorporating insurance or annuities when necessary and became the first call for help from 1000’s of advisors.
Before working with Bridgemark Strategies Dave was working with Wirehouse, Regional and Independent Advisors in various leadership roles, including Regional Vice President and Assistant Vice President positions with Transamerica Capital, Ohio National Equities Services, Guardian Investor Services, and Sunlife of Canada.
Dave received a B.S. in Business Administration from Roger Williams University in Bristol, RI. He enjoys golfing, fishing, skiing, coaching sports, and thoroughbred horse racing. Dave resides in Marshfield, MA, and proud father of 2 daughters.