Dave’s focus for his clients is as a Retirement Income Distribution Specialist, which includes Financial Planning, Investment Asset Management, Social Security claiming strategies, Retirement Plans, Income tax, and Estate Planning. Dave is a Certified Financial Planner and has a fiduciary responsible to act in his clients best interest.
He is an active member of the community, having served on various boards including St. Francis Parish Pastoral Council and the Finance Committee, Buffalo Youth Hockey Association and previous fund raising chairman for the Buffalo Hockey Rink; and previous recording Secretary for the Knights of Columbus. He is a member of The Financial Planning Association, the Chamber of Commerce and a member and past President (2012-2013) of the Buffalo Rotary. Dave served our country honorably as a Sergeant in the United States Marine Corps in the 1970’s.
A lifelong resident of Buffalo, Dave and his wife Nancy, who recently retired as the CFO of Stellis Health and is now devoted to her family and active in serving her church and community, have three sons. Luke is a Captain in the Marines and is a Huey helicopter aviator and currently stationed at Kaneohe Bay, HI with his wife Ashley and Daughter. Beau is a Financial Planner at Inspire Advisors Minnesota and resides with his wife, Brooke in Buffalo with their two children. Zach is a Marketing + Brand Social at Amazon Studios in Los Angeles, CA.
Dave is an avid outdoorsman and enjoys hunting and fishing, and in November 2012 he did a hunting safari in Mozambique, Africa for Cape Buffalo and plains game. He is a member of Ducks Unlimited, Safari Club International, NRA, Pheasants Forever and enjoys Ao Denkou Jitzu Martial Arts.
Many investors are surprised to learn they are profiting from and supporting immoral activities such as abortion, pornography, and human trafficking within their investment portfolios. At Inspire Advisors, we help you invest in some of the most inspiring, positive, biblically-aligned companies in the world without sacrificing return potential.
Excellence in investing is one of our core values. Our team of Ph.D.'s and CFAs build rigorously designed portfolios based on peer-reviewed, academic research to address a wide range of investment objectives. Our proprietary Inspire Impact Score Methodology is trusted by investors around the world to provide a reliable, scientific approach to constructing quality portfolios that support biblical values.
At Inspire Advisors, your portfolio can make a tangible impact in three ways: (1) influencing Wall Street by supporting good companies and selling bad ones; (2) providing a powerful voice to corporate America on behalf of biblical values through Inspire's shareholder engagement efforts; and, (3) through Inspire Investing's Give50 program, which donates 50% or more of their corporate net profits to Christian ministries.
Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
National Admin Office: 3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646; Phone: (877) 859-6383 Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC.
© Copyright - Inspire Advisors, LLC