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Dave’s financial planning and investment management expertise provides his clients with tailored guidance and customized strategies, emphasizing comprehensive wealth management. As a senior vice president, Dave is a member of the Investment Policy and Strategic Planning Committee with Kendrick Wealth Management.
Upon graduating from Southern Illinois University with a Bachelor of Science degree in business administration and a Bachelor of Arts degree in foreign language and international trade, including a minor in economics, Dave accepted a position with the Chicago Mercantile Exchange and the Chicago Board of Trade. Before joining Kendrick Wealth Management, Dave spent 15 years with Edward D. Jones & Co. as a financial advisor and limited partner of the firm.
Along with his many accomplishments and wealth management experience, Dave has a passion for giving back to his community. He currently serves as president of the Scottsdale McCormick Ranch Kiwanis Club, Scottsdale Parent Council representative for Anasazi Elementary, and as an adopt-a-road coordinator to help keep our desert beautiful.
When not in the office serving his clients, Dave enjoys spending time with his family and friends, traveling, hiking and golfing. Dave resides in Scottsdale with his wife, Rachael, daughter Hattie, son Max, and the family dog, Rossy.
Raymond James is not affiliated and does not endorse any of the organizations mentioned above.
Physical Address:
36600 North Pima Road, Suite 104
Carefree, AZ 85377
USPS Mailing Address:
P.O. Box 797
Carefree, AZ 85377
Kendrick Wealth Management, Gilberg Private Wealth, Sunstone Wealth Management and Larsen Wealth Management are separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kendrick Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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