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I recently changed firms in order to develop a financial planning business instead of providing asset management only. Dave was a fantastic resource to examine the resources available and which would best suit the needs of my new practice. The additional hurdle was to have a software program that my new firm would support.
Dave not only help me identify the two programs that could serve my needs, but also provided training on the trial programs made available to decide on which to purchase. Being neither computer literate nor experienced with the software programs Dave was most valuable in making me understand and utilize the trial programs.
I find Dave to be an excellent teacher. He was so helpful that when approached by the University of South Florida to teach new CFP® candidates how to use the HP 12c, I recommended Dave. The USF program provider called afterward to let me know how well received Dave’s presentation was to the class.
With his experience and expertise I highly recommend Dave to any serious professional in obtaining the knowledge and backup to operate an efficient practice, from start-up to seasoned practice.
Sherri Ferguson, CFP®, CEBS
J.B. Hanauer & Co.