Professional Experience

As Chief Executive Officer and Founding Partner of Meridian Wealth Management, Dave has more than 40 years of direct asset management experience. He specializes in structuring customized investment portfolios for individual investors. Consistency of returns, prudent risk management and broad diversification across complimentary asset classes are key considerations in his process.

Dave is a Colorado native and graduate of CU Leeds School of Business. He is a husband of more than 40 years and the father of two incredible daughters.

Professional Designations and Registrations

• Registered Securities Principal* (Series 24)
• Registered Investment Advisor Representative with Meridian Wealth Management (Series 65)
• Registered Securities Representative* (Series 7)

*Securities registrations held with LPL Financial.

Professional and Community Affiliations

• Member of LPL Financial’s Chairman’s Club , 2006-2024, representing the top 4% of LPL Financial’s over 20,000 advisors.*

** Based on annual production.