Dave joined Wingate Wealth Advisors as a paraplanner in May of 2022. He assists in the building of goal-based financial plans to help clients make strategic decisions on their path to financial success, with a focus on retirement planning, executive compensation, insurance planning, tax planning, and later life planning.
Dave graduated from the University of New Hampshire with a BS in economics and received his MBA from Fairfield University. He began his career as a client service associate at Barnum Financial Group in 2011 in Stamford, CT. He then worked in financial service operations and trading at Sovereign Financial Group.
In his free time, Dave enjoys the outdoors, hiking, golfing and cooking. Before joining Wingate, he moved to the Boston area from Connecticut and currently resides in Weymouth.