With his extensive expertise in financial management and strategic planning, Dave has led the firm’s financial operations with exceptional acumen. His leadership has been instrumental in optimizing financial performance, streamlining operations, and ensuring the firm’s fiscal health, allowing the firm to navigate market fluctuations and seize growth opportunities. Dave collaborates closely with the executive team, contributing to key business decisions and long-term strategic planning. His analytical capabilities and keen financial insight have been vital in shaping the firm’s strategic direction and fostering sustainable growth. Dave’s commitment to excellence and collaborative approach have made him an invaluable asset to the firm. A Traverse City Michigan native, Dave enjoys time in the mountains with his wife and two boys.