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“Dave has done an outstanding job with our firm. His initial financial practice evaluation was thorough and thought provoking. His ability to take the evaluation and follow through with an action plan to implement the recommended systems and procedures has been fabulous. An added bonus to Dave’s repertoire is his ability to take on any new situation, question, issue that arises along the way. He has the ability to turn on a dime, just like a Dyson vacuum cleaner.” - Daniel Goott, CFP®
Investec Advisory Group, L.P. | Wealth Management