Contact Info
As an experienced financial advisor, Dave enjoys working with new and existing clients to protect and grow their investments. Dave primarily works with individuals and companies. His approach is to be straight forward, supportive, rational and good natured.
Prior to joining Umpqua Investments in February 2009, Dave was an advisor with Smith Barney in Portland Oregon for 16 years.
Dave Graduated from Oregon State University with a Bachelor of Science degree. Dave is a Certified Financial Planner. He holds the following NASD licenses; Series 7, 63, and 65, plus he has insurance licenses with Oregon and Washington.
Dave was born and raised in Medford Oregon. He and his wife Jeannie reside in Washington County. They have 2 grown successful children. Dave and Jeannie are currently helping with the restoration of the U.S.S. Shark historical site on Highway 101 in Arch Cape. Formerly David was Committee Chair for Boy Scout Troop 872 in Beaverton while his son worked toward and became an Eagle Scout.