Dave is a wealth manager and financial planner in Greenville, Illinois. He joined Waddell & Reed in 2010 as a career changer at age 50 after 15 years in Christian higher education administration. His driving mission is to know his clients well, understand their needs and goals for every stage of life, and help them make good financial choices to achieve the future they desire.
Dave earned the Master of Business Administration (MBA) degree from SIU-Edwardsville in 2003. He holds the Series 7, Series 66, and insurance license. He is licensed as an Investment Advisor Representative in Illinois, Missouri, and several other states.
Dave serves on the boards and budget & finance committees of Greenville Free Methodist Church and Durley Camp & Retreat Center. He and his wife Marsha, a high school science teacher, live in Greenville and have 3 adult children.
Waddell & Reed is not affiliated with any other entities referenced. 01/20