Lasting relationships. For all that matters

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David joined the financial services industry in 1986. David has been married to his wife, Tammy, for over 39 years.  They have three grown children, Donald, along with his wife Katie, and twins, Patrick and his wife Mina and Kaity and her husband, Joe.  

He has earned numerous designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®),  Chartered Financial Consultant (ChFC®), Chartered Mutual Fund Counselor (CMFC®), Retirement Plan Consultant, Senior Portfolio Manager - Portfolio Management Program, and Assistant Branch Manager. Dave is a member of the Financial Planning Association. He earned a Bachelor's Degree in business administration with a major in finance from the University of South Florida in 1986.  David is on the Board of Directors for the American Birding Association (ABA).

In his spare time, he enjoys birding, fishing, traveling, and doing his annual Christmas Light Show for various children's charities where he syncs over 100,000 lights to music at their home. 

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Retirement Plan Consultant
• Chartered Financial Consultant
• CERTIFIED FINANCIAL PLANNER®
• Senior Portfolio Manager
• Certified Investment Management Analyst®

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Jonathan began his career at UBS as an intern in 2009, while he was attending Florida Gulf Coast University. There he received his bachelor's degree in finance. He joined the McQuade Group in the Fall of 2010. He maintains his Health and Life Insurance licenses as well as the Series 7, 63, 65, & 31 securities licenses.  He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®),as well as the CMFC® (Chartered Mutual Fund Counselor™) certification and his CRPC® (Chartered Retirement Planning Counselor), educational credentials issued by the College of Financial Planning.   Jonathan assists David with investment research, portfolio management, and financial planning.  He currently lives in Naples with his beautiful wife Natalia and their son, Grayson.  He enjoys golfing, cooking, and playing pickleball.

• CERTIFIED FINANCIAL PLANNER®
• Chartered Mutual Fund Counselor℠
• Chartered Retirement Planning Counselor

Tammy joined UBS Financial Services, Inc. in 2008, after spending time home schooling her three children, Donald, Patrick, and Kaity. Tammy has been married to David, our senior partner, for over 36 years. Tammy worked as an accountant and office manager for several 501C3 organizations and worked as a computer training specialist. Tammy graduated from Edison State College. She serves as the Business Development Specialist on our team coordinating operations, client events, and marketing. Tammy enjoys time with her family, traveling, birding, nature photography and scuba diving.

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Natasha Lark was born and raised in Minsk, Belarus in Eastern Europe and moved to the US as an exchange student when she was 19. She has a Bachelor of Science degree from University of Wisconsin in Interdisciplinary Studies with emphasis on economics and political science and she studied Portfolio Management at Yale School of Management as a part of her CIMA® (Certified Investment Management Analyst) designation. She began her career with New York Life in 2009, and earned her Series 7 in 2010.   She also holds her Series, 6, 63, & 66 along with her principal supervisory licenses, Series 24 & 53.   
Over the last decade she has worked for Morgan Stanley and Raymond James. She lived in Miami, FL for the past ten years and has recently moved to Fort Myers to join the McQuade Group. Natasha is passionate about helping clients plan for their financial future and building close relationships with families. In her spare time, she enjoys traveling, going to the beach and spending time with her French bulldog Bella. 

• Certified Investment Management Analyst®

Adrian Martinez is new to the McQuade Group.   He lived in Miami for 20 years, where he met his wife, Yanetsy.  They moved together to Lee County in 2021.  He studied Business Administration at Miami Dade College.  Having worked in the Banking Industry for over 7 years and most recently as an Experienced Senior Relationship Banker at Synovus Bank which gives him a unique understanding of client’s needs and customer care. Prior to joining the McQuade Group, he successfully passed his Security Industry Essentials FINRA exam, showcasing his dedication to expanding his financial knowledge and expertise.   He is passionate about learning new skills and finding creative ways to improve things both at home and in his daily work responsibilities.   He also enjoys baking and home projects.  We know you will enjoy speaking to him on the phone as he assists you with any of your operational needs