Partner & Financial Advisor
Certified Financial Planner ™
(804) 330-7800
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Dave is a Financial Advisor and Partner at CG Financial Services. He's an expert financial planner and fiduciary, with expertise as an Investment Advisor specializing in retirement strategies and investments. His career has seen him assume the roles of Director of Alliance Development for Hantz Financial Advisors, District Manager and Financial Advisor with American Express, and Investment Advisor with Greystone Financial Consultants, after which he joined the CG Financial team to help grow wealth for clients using his extensive skills and understanding of the world of finance. Prior to his entry into the world of financial advisory, Dave served as a Morse Code Interceptor with the United States Army and graduated Northwood University with a Bachelors in Business Administration.

*Affiliated with Geneos Wealth Management, Inc.