Dave aims to give families and business owners a lifelong financial backing for years to come. He worked for MetLife for nearly fifteen years as a producer and manager before he moved to Synergy Wealth Alliance. He holds Security registrations Series 7, 66, 63, 24, held with LPL Financial and Life & Health.
He is a CERTIFIED FINANCIAL PLANNER™, Charter Life Underwriter, Charter Financial Consultant, Life Underwriter Training Council Fellow, and Charter Advisor for Senior Living. Dave currently serves on the board of Make a Wish Foundation of Northern and Central Florida. He also volunteers teaching Financial Preparation for couples getting married in the Catholic Diocese.
Dave graduated with a degree in finance from Auburn University where he met his wife, Megan. Dave and Megan have been married since 2005 and have three children, Jackson, Cate, and Mary Oliver. Some of Dave’s hobbies include spending time with his family, watching Auburn football, fishing, and playing basketball.
CASL conferred by The American College.