Dave joined the Pinnacle team in October 2017 as an Associate Wealth Manager. His responsibilities while training with Pinnacle’s Wealth Managers include preparing and updating financial plans as well as assisting in the administration of wealth management programs. As a licensed CPA, he is also responsible for preparing client tax returns. Dave attained his BS degrees in both Accounting and Finance, as well as his MBA, from Baldwin Wallace University. He is currently working toward the Certified Financial Planner™ designation. He previously worked for Deloitte & Touche.