Dave has been with Lincoln Financial Advisors/Sagemark Consulting since May of 2000, where he started as an intern for the financial planning department. As an intern, he was responsible for creating detailed financial plans for affluent business owners, as well as managing office operations for a satellite planning group. In 2004, Dave was asked to take on the responsibility of Investment Specialist for all of Northern Ohio. It was Dave's task to analyze investment portfolios for current and prospective clients of Lincoln representatives and make specific recommendations. Further he was in charge of keeping current with all investment trends and current market/economic conditions. Dave received a promotion to Director of Planning in 2008. Although his area of expertise is investment planning, he also has a breadth of knowledge in life, disability income, health, and long-term care insurance, as well as annuities as they are applied to retirement, financial and estate planning.