Dave joined Stoneburner Wealth Management in 2024, bringing over 35 years of experience as an investment professional. In 2016, Dave established Tartan Wealth Management, providing comprehensive planning for individuals focused on tax-efficient wealth management strategies. Prior to starting his own firm, Dave spent 21 years as an investment wholesaler delivering investment product solutions to financial advisors and institutions. He has been associated with firms such as Goldman Sachs, PIMCO, and firms providing alternative investment product solutions. Dave is also the owner of Tartan Tax CPAs, a full service tax preparation and consulting firm.*
Dave is originally from the Akron area and earned his bachelors degree from Kent State University and his MBA from the University of Dayton. He is a Certified Public Accountant (CPA) in Ohio and a CERTIFIED FINANCIAL PLANNER® practitioner.
Dave and his wife Kelly live in Dublin and are parents to three children: Taylor, Sydney and Ryan. Taylor is an interior designer in Nashville, Sydney works in the insurance industry in Chicago and Ryan attends Miami University. In his free time, Dave enjoys golfing, exercising and reading.
*Tax and accounting services offered through Tartan Tax CPAs are separate and unrelated to Commonwealth.