As a Paraplanner, Dave assists the CCP, Inc. team of Financial Advisors in collecting data and preparing reports as part of client Comprehensive Financial Plans and Portfolio Reviews. Through guidance of a Financial Advisor, Dave contributes to the client team by gathering and organizing research relevant to client's needs and helps track follow up and implementation.

Originally from England, Dave worked previously in outdoor education in both the UK and Chicago land area. In 2006, he began studying a newfound passion - personal finance. Dave joined the CCP, Inc. team in September 2007 and is currently enrolled in a CFP^® program administered online by the University of Boston.