Dave brings 25 years experience in the financial services industry to the business owners, retirees, and families throughout Connecticut, as well as other states, that he serves. Prior to starting Lake Financial Solutions, Dave worked for KPMG, Deloitte & Touche, Filomeno & Company, and was the CFO of two entrepreneurial start-ups where he was successful in raising $2.5 million in venture financing.

Dave is licensed as a Certified Public Accountant in the state of Connecticut, holds a Master’s degree in Business Administration from the University of Maryland and a Bachelor’s degree in Accounting from Southern Connecticut State University (SCSU).

Dave realizes that there is a benefit to being a good communicator as an accountant.  “The one thing that people struggle with the most is numbers, especially when it comes to running their business or home finances,” Dave says. “Having the ability to take everything that’s coming in and being able to compile them into a format that everyone can read, in English, so they can come away more knowledgeable about their business or personal finances, that’s helpful.”

He focuses on all phases of the wealth management process, including financial consulting and tax preparation.