Client Service Associate| dave@yourcfadvisors.com

Dave began his career in financial services in 2015 and brings a well-rounded perspective to Connect Financial, having served as a Banking Center Manager and a Mortgage Loan Officer in previous roles. His diverse background allows him to provide support to the team with clarity and confidence.

Dave holds his Series 7, Series 66 with LPL Financial, and Michigan Variable Life and Annuities licenses. His mission is to break down barriers to quality financial education and make solutions accessible and easy to understand.

Outside of work, Dave is a proud husband to Molly and father to two sons, Davin and Aaron—both avid wrestlers. As a certified wrestling coach, Dave spends much of his time traveling with his family and supporting their year-round competitions. He’s also deeply committed to the community, serving with the Cherry Grove Fire Department and actively working toward his full Fire and EMT certifications.