A veteran of the financial services industry, Dave brings over 30 years of experience to developing customized retirement income and asset management strategies for individuals and businesses. After founding Colt Investment Services in 1998, Dave renamed the company to Balance Rock Investment Group upon the firm’s move to a new location. He has been an affiliated advisor with LPL Financial since 1995.
With Dave’s guidance, expertise, and oversight, Balance Rock serves a broad range of individuals, families, and business owners seeking objective advice, and custom strategies. A graduate of the University of Maryland, he holds his FINRA Series 7, 24, 63 & 66 securities registrations with LPL Financial as well as his Health and Life insurance license. In 2012, he earned his Professional Plan Consultant Designation from Robert Morris University, allowing him to serve as a fiduciary on his clients' 401(k) plans.
Actively involved in the Pittsfield, Massachusetts community, Dave is on the Finance Committee at Berkshire Place and a member of the Finance Committee of the Berkshire Humane Society. Outside of the office, he looks forward to spending time with his wife, Kelly (Office Finance Manager for Balance Rock), and his daughters, Meagan, Marissa, and Aubrey, and his stepson, Gregory. In addition to golfing, biking and hiking, Dave loves to cook and completed the Boston Marathon in 2009, 2011, 2013 and 2014.