Consultant to financial advisory industry, Columnist (Financial Planning magazine), Illinois teacher retirement specialist
Dave was on time and professional. Dave took time to fully understand our situation and offer thoughtful, practical instruction on our next steps.
Dave has a deep understanding of the financial planning industry and was incredibly generous in answering all of my questions. He gave me strong advice that I could use right away.
Dave was a pleasure to speak with; he was generous with his insights and sharing his experience.