Dave serves as President of M Benefit Solutions with overall responsibility for strategic and operational aspects of the company. He joined M Financial in 1991 and has more than 30 years of experience in the financial services industry. Dave has extensive experience working with M Member Firms, distributors, insurance carriers, and service providers on behalf of corporate and professional clients in the design and implementation of customized income continuation and retirement planning solutions.
Dave holds a B.S. in applied economics and management from Cornell University and an M.B.A. with a concentration in organizational management from Syracuse University. He holds the Registered Employee Benefits Consultant (REBC®) designation from the National Association of Health Underwriters (NAHU) and the Chartered Retirement Planning Counselor (CRPC®) designation from The College for Financial Planning.
Dave is a Registered Representative for Investment Company and Variable Contract Products with M Holdings Securities, Inc. and a member of AALU (Association for Advanced Life Underwriting).