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Plan today. . .

for what you love to do Tomorrow

You will find that Dave's coaching style and financial planning advise is unmatched in the industry.  With his over 40 years of working in the financial and business world, he will design and implement a plan that is best for you.  What sets him apart from the rest is his capability to look at the tax implications of each decision you make.   

I am a Chartered Financial Consultant, Chartered Life Underwriter, and a Licensed Tax Preparer with the IRS, enrolled in their annual filing program.

I am a life and qualifying member of the Million Dollar Round Table, Court of the Table, and Top of the Table.

I am an avid golfer, alpine ski racer and outdoorsman.  I turned a passion of hunting into a farm, which I started in 2005 called Easton View Outfitters.

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"Very knowledgeable and business savvy. Dave is an absolute pleasure to work with. His financial and tax advice is unmatched."

If an unexpected event should happen you must be prepared.  Discover how we can protect the loved ones in your life and the assets that you acquire by designing a plan that fits your budget.

We help Individuals, Families, and Businesses with many types of plans.

Our goal is to help you pay the least amount of taxes possible and work with you how to implement strategies to get you there.

We'll sit down and talk about your life, your goals, your values and devise a plan to reach them.

Our Services

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