Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.
Vice President–Wealth Management
Senior Retirement Plan Consultant
“When clients succeed and are satisfied, I feel rewarded. It’s that simple.”
With 15 years spent in the software and high-tech industry in product management and business development for two Fortune 500 enterprise-level companies – and having launched and managed his own business that focused on technology service for clients – Dave has a keen perspective on the challenges facing business owners, entrepreneurs and executives.
Dave’s attention to detail and knowledge of the disciplined steps required to achieve success are incorporated into his time-tested wealth management process – one that leverages the Firm’s research and resources to build a customized strategy for each client.
On behalf of top executives and employees whose qualified retirement plans are handled by the team, Dave believes in providing clear and concise communications that updates and educates.
In 2011, David joined Merrill Lynch Wealth Management after being personally recruited by Doug (generations of David’s family are still Doug’s clients). Dave holds a Bachelor’s degree in Economics from Oregon State University and attended Sunset High School in Portland, where he was born and raised (by his family, which settled in Portland in the 1950’s). Away from the office, Dave plays golf, volleyball and enjoys other outdoor activities with family and friends.
Education
Credentials
Vice President–Wealth Management
Senior Retirement Plan Consultant
“When clients succeed and are satisfied, I feel rewarded. It’s that simple.”
With 15 years spent in the software and high-tech industry in product management and business development for two Fortune 500 enterprise-level companies – and having launched and managed his own business that focused on technology service for clients – Dave has a keen perspective on the challenges facing business owners, entrepreneurs and executives.
Dave’s attention to detail and knowledge of the disciplined steps required to achieve success are incorporated into his time-tested wealth management process – one that leverages the Firm’s research and resources to build a customized strategy for each client.
On behalf of top executives and employees whose qualified retirement plans are handled by the team, Dave believes in providing clear and concise communications that updates and educates.
In 2011, David joined Merrill Lynch Wealth Management after being personally recruited by Doug (generations of David’s family are still Doug’s clients). Dave holds a Bachelor’s degree in Economics from Oregon State University and attended Sunset High School in Portland, where he was born and raised (by his family, which settled in Portland in the 1950’s). Away from the office, Dave plays golf, volleyball and enjoys other outdoor activities with family and friends.
Education
Credentials
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Enabling the transfer of all you hold valuable
What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?
Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
