Dave serves as the Director of Automotive Business at Masterpiece Financial Partners, where he works closely with automotive industry professionals, their families, and businesses. He helps support both personal and business financial needs, including individual planning, business accounts, 401(k) plan setup, and employee benefits.

Dave brings nearly 25 years of corporate experience with General Motors to his work with clients. His background in the automotive industry gives him a practical understanding of the challenges, opportunities, and decisions that many professionals and businesses in that space face throughout their financial lives.

After spending much of his career in a large corporate environment, Dave was drawn to wealth management as a way to use the knowledge, discipline, and skills he had built over the years in a more personal and relationship-focused setting. At Masterpiece Financial Partners, he found an opportunity to help people in a meaningful way while being part of a firm built on trust, service, and long-term relationships.

Dave believes that trust and credibility are two of the most important factors in building lasting client relationships. To him, those qualities are earned by genuinely caring about what is happening in a client’s life, understanding their goals and objectives, and helping them make decisions that support their future.

His approach is centered on listening, understanding, and building relationships that go beyond a single meeting or transaction. Dave recognizes that automotive professionals and business owners often face unique financial decisions, from managing personal wealth to supporting employees through retirement plans and benefits. He works to help clients organize those moving pieces and think through decisions with a long-term perspective.

For Dave, success means helping clients pursue their goals and objectives through every stage of life. Whether someone is preparing for retirement, navigating a career transition, managing business responsibilities, setting up a 401(k) plan, or evaluating employee benefits, Dave works to help clients feel supported and confident in the path ahead.

Before joining Masterpiece Financial Partners, Dave spent almost 25 years with General Motors in a corporate environment. During that time, he developed a strong foundation in leadership, communication, problem-solving, and strategic thinking. That experience shaped the way he approaches client relationships today.

Dave’s connection to Masterpiece Financial Partners began through Griffin, who had also worked with him at General Motors. As Dave learned more about the qualities needed to be an effective wealth manager, he saw how much of his professional background translated naturally into the role. His experience in the automotive industry now helps him connect with clients who understand the demands and opportunities of that world.

Dave earned his Master of Arts in International Marketing Communications and Advertising from Emerson College and his Bachelor of Arts in English from Hope College. His education, combined with his corporate background, helps him communicate clearly, think strategically, and build meaningful relationships with clients.

Outside of work, Dave enjoys traveling, playing volleyball both indoors and on the beach, pickleball, and music. He has a deep love for both playing and listening to music, and he enjoys discovering new music while also appreciating great music from the past.