Prior to forming The Leaders Group in 1994, Dave began his financial services career as an underwriter at State Farm. He moved to E.F. Hutton, where he served as an FA life specialist and branch manager. Dave played a key role in the startup of an independent Broker Dealer in Denver, and has been active in the industry, working to bring life insurance and securities distribution closer together.
A Certified Financial Planner (CFP), Dave serves as CEO of TLG Advisors, Inc., an SEC Registered Investment Advisor that provides investment management and financial planning services for individuals, corporations and retirement plans. Dave founded The Leaders Group with the focus of helping to distribute Variable Life through BGAs, a model that has thrived. He previously served on the board of Capitas Financial and is a founder of The Life Insurance Center, a Colorado based application fulfillment center built for BGAs.
Dave holds a bachelor’s degree in Zoology from the University of Northern Colorado, where he played and coached football. Dave is married to his wife of 37 years, and they have one son. In his spare time, Dave enjoys skiing, reading, mountain biking, wine, and fly-fishing.