Dave is a CERTIFIED FINANCIAL PLANNER™ professional and Tax Planning Certified Professional® with both a BA and MBA from the University of Richmond. For years, he has helped lead and shape the financial planning profession, serving on CFP Board’s Commission on Sanctions and Fitness and as Chair of NAPFA, the National Association of Personal Financial Advisors. After nearly two decades with General Electric, Dave founded a Fee-Only financial planning firm in 2006—what has grown into EvoAdvisors today.
Dave believes that a well‑planned life should also be a well‑lived life. He enjoys traveling, cooking, and spending time with his family, and he brings that same sense of balance and perspective to the clients he serves.
His insights have been featured in leading publications including The New York Times, Bloomberg, and Kiplinger’s.
