Dave entered the financial services industry in January, 1985 after spending some years with a big five bank. He spent the next 3 years as a life insurance agent with a major national company. Through the years, Dave moved into positions of increasing responsibility, mostly assisting financial advisors in the technical aspects of their client service work. At the same time, Dave continued to work with his own clientele in the areas of estate planning, retirement income planning and long-term savings.

In late 1999, Dave left Maritime Life as Vice-president for B.C. to join Rosalie Leischner in purchasing Braun Financial Services from the Braun Family.

Dave holds both the Certified Financial Planner and the Chartered Life Underwriter designations and is committed to ongoing professional development. Through his career, Dave has been actively involved in industry groups, having served on the executive of the local chapter of the Canadian Association of Insurance and Financial Advisors as well as teaching and organizing educational programs to other financial professionals.

Dave was born and raised in South Burnaby and is married to Nancy. They have two kids; Geoff, who is now 20 and Lisa, age 17. Dave's interests include aviation, photography and the outdoors, and he and Nancy are interested in travel and gardening.