Dave has more than 35 years in the financial services field, his in-depth CPA knowledge helps everyone on our team handle client questions, especially those relating to how investments are impacted by estate and income taxes.
Dave has a long string of additional financial planning designations including a CERTIFIED FINANCIAL PLANNERTM certificant (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant (ChFC®). He also has his Life and Health license as well as Series 7, 63, and 65 securities registrations with LPL Financial.
Dave is a FINRA Arbitrator, a member of the North Carolina Association of CPAs and a commercial jet/helicopter pilot/flight instructor. He is married to Chris Anthony who is also a pilot.