Street sign that says retirement drive

A Few testimonials About Dave...

"Dave is by far one of the best professionals I’ve ever worked with.” “He possesses a rare blend of subject matter expertise, and best in class customer service. I could not recommend him more highly to other potential clients"

Stephanie D.
Austin, TX


"Dave has been our advisor for over 35 years. We trust him."

Garth
Sun City West, AZ


"Thanks to Dave, I can fish all day and not worry about losing or outliving my money!"

Carl
Sun City, AZ


"My husband and I met Dave 30 years ago and he solved our financial problems and saved us thousands. Since I lost my husband, Dave has always been there when I needed him. If I could have another son, it would be Dave."

Irene
Sun City, AZ